reserve bank of australia

Latest news and analysis on reserve bank of australia

Macro

5 things you need to know about the RBA's October interest rate decision

The RBA announced a hold on interest rates for October, but don’t get too comfortable yet.
Sara Allen
Livewire Markets
Livewire Live

Schroders: Hiking interest rates further will not solve bigger problems

400 basis points worth of rate hikes has affected markets but its effect on the economy is of far greater relevance.
Hans Lee
Livewire Markets
Macro

The RBA kept rates on hold in September 2023. Here's what that means

Today’s RBA interest rate decision saw Philip Lowe announce a hold at 4.10% for the Australian cash rate.
Sara Allen
Livewire Markets
Macro

Philip Lowe led the RBA for 7 years, but what legacy has he left behind?

In this wire, I outline five pivotal moments from the soon-to-be ex-governor's time at the helm of the RBA.
Hans Lee
Livewire Markets
Macro

9 key macro insights (and why China could be our way out)

VanEck's latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home
Glenn Freeman
Livewire Markets
Macro

Mixed signals on inflation: What do they mean for Aussie stocks and bonds?

We speak to purveyors of both stocks and bonds about what's happening in inflation and how they're positioned currently.
COL
CSL
+5
Glenn Freeman
Livewire Markets
Macro

Why the RBA's August pause doesn't rule out another hike in September

Will Governor Phil Lowe go out with a bang with just one meeting left in his tenure?
Hans Lee
Livewire Markets
Macro

What’s driving inflation and what does it mean for monetary policy?

There has been an argument in recent months suggesting corporate profits are driving inflation. In this wire, I'll argue why that's wrong.
Jonathan Kearns
Challenger
Macro

This economist has correctly predicted each of the RBA's last 12 moves. Here is how he does it

George Tharenou, UBS' Chief Economist for Australia, has called every RBA decision correctly since July 2022. He tells us how he does it.
Hans Lee
Livewire Markets
Macro

The RBA pauses for the 2nd time in 14 months (but don't rejoice just yet)

August's meeting is still live - if you believe the prognostications of Australia's newest rates whisperer.
Hans Lee
Livewire Markets
Macro

Confidence in central banks takes a hit

Credibility with the public reduces the economic cost of controlling inflation
Kieran Davies
Coolabah Capital
Macro

The RBA hikes rates for the 12th time. But one recession signal suggests it is already too late.

Purely on inflation, the RBA has a lot more work to do. But look at any other economic indicator and you might find a different story.
Hans Lee
Livewire Markets
Macro

Why this former RBA official believes there are no rate cuts on the horizon

Dr. Jonathan Kearns spent 28 years at Australia's central bank. Now, he's sharing his thoughts on what the RBA could have done differently.
Hans Lee
Livewire Markets
Undiscovered Funds

High single-digit returns are no joke for this bond investor

This unorthodox approach to fixed-income investing – eschewing style, benchmarks and saturated markets – yields both returns and insights.
Glenn Freeman
Livewire Markets
Macro

Signal or Noise: Was the RBA's May rate hike the right decision?

Will investors actually benefit from the changes coming to Australia's central bank?
Hans Lee
Livewire Markets
Education

Does the RBA’s “negative equity” matter?

It admits it owes more than it owns, and if it were a company it’d be bankrupt, but insists this doesn’t matter. I’m sceptical.
Chris Leithner
Leithner & Company Ltd
Macro

The three things PIMCO is watching as Australia hangs in the balance

We consider whether the cash rate has peaked, in the wake of the RBA’s first pause since the tightening cycle began last May.
Robert Mead
PIMCO
Education

Why the RBA should be abolished – and what could replace it

Central banks’ inflation destroys currencies and worsens the boom-bust cycle. Milton Friedman reckoned that computers would do far better.
Chris Leithner
Leithner & Company Ltd
Macro

RBA Governor Lowe: Inflation will remain elevated until housing supply is resolved

Livewire joins Australia's leading press organisations to question the RBA Governor's decisions.
Hans Lee
Livewire Markets
Macro

Cash flow, excess savings & the risks to consumer spending

Consumer spending could hold up for longer than commonly thought if households change their saving behaviour.
Kieran Davies
Coolabah Capital
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