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Market Wraps
rba
Latest news and analysis on rba
Macro
May 17, 2024 14:33
Signal and noise in the April unemployment rate
Unemployment has picked up, but the labour market remains tight with the RBA raising its estimate of the NAIRU.
Kieran Davies
Coolabah Capital
May 17, 2024 14:33
Macro
May 07, 2024 18:18
Conflicting messages on policy from the RBA
The RBA thinks rates are at the right level to to return inflation to target, but discussed hiking today and warned on upside risks.
Kieran Davies
Coolabah Capital
May 07, 2024 18:18
Macro
May 07, 2024 06:23
What the smartest rates strategist on the street thinks about RBA
Barrenjoey's Andrew Lilley is miles ahead of both his peers and the RBA
Christopher Joye
Coolabah Capital
May 07, 2024 06:23
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Macro
April 26, 2024 06:58
Higher inflation should see the RBA revise up its outlook
History suggests that there is the risk that the RBA revises up its longer term forecasts of inflation.
Kieran Davies
Coolabah Capital
April 26, 2024 06:58
Macro
April 24, 2024 14:14
The RBA should warn that it could raise rates again
High inflation reinforces that the RBA should have raised rates by more last year, in line with its peers.
Kieran Davies
Coolabah Capital
April 24, 2024 14:14
Macro
April 18, 2024 17:56
Australia's corporate insolvencies have hit their highest level in at least 25 years
The monthly number of insolvencies has reached the highest level since ASIC began compiling statistics in 1999.
Kieran Davies
Coolabah Capital
April 18, 2024 17:56
Asset Allocation
April 04, 2024 12:50
Where to invest if the RBA does or doesn’t cut interest rates
In a confusing and divided economic cycle, we hope this matrix will help make your investing journey easier!
Hans Lee
Livewire Markets
April 04, 2024 12:50
Education
March 28, 2024 19:57
The RBA Board needs renewal and greater independence
The removal of the government's override powers, along with greater economic and financial markets expertise, are badly needed
Jonathan Rochford
Narrow Road Capital
March 28, 2024 19:57
Macro
March 28, 2024 07:41
Persistent services inflation contrasts with falling goods prices
Underlying inflation is tracking in line with the RBA's forecast, with strong services inflation contrasting with falling goods prices.
Kieran Davies
Coolabah Capital
March 28, 2024 07:41
Macro
March 21, 2024 14:13
Why we think the RBA is too pessimistic about a key part of inflation
It is the one area of the inflation report that is still too stubborn to come down. But relief may be on the way sooner than the RBA thinks.
Diana Mousina
AMP
March 21, 2024 14:13
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