reserve bank of australia

Latest news and analysis on reserve bank of australia

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
Macro

Lessons from past financial crises for the RBA’s monetary policy

A central bank will prioritise financial stability over dealing with high inflation if the instability evolves into a financial crisis.
Kieran Davies
Coolabah Capital
Macro

The Risk of Higher Rates the RBA’s Overlooking

Its policy rate is well below the Fed’s. That can’t last: the RBA can’t indefinitely fight and must ultimately follow the Fed.
Chris Leithner
Leithner & Company Ltd
The Rules of Investing

Alan Kohler: We're in for a recession we didn't need to have

The RBA could've paused, but it didn't. And this will be the consequence.
The Rules of Investing
Livewire Markets
Macro

It's time to start talking about rate cuts

Recent comments by the RBA combined with softer economic data likely signal that we are in the final stages of the RBA’s hiking cycle
Andrew Canobi
Franklin Templeton
Macro

Why the demolition job on the RBA should be considered carefully

Recent calls for an overhaul of the RBA need to be considered carefully as maintaining the RBA’s independence is critical.
Mark Gardner
MPC Markets
Asset Allocation

Schroders: What the 2023 reset means for multi-asset and credit investors

A better environment lies ahead for investors in the next 18 months or more, explain Schroders' Simon Doyle and Mihkel Kase.
Glenn Freeman
Livewire Markets
Macro

Investment opportunity exists despite a likely tough year ahead

We're less convinced of a soft landing for global markets but expect this year will be better than the last, with some big bright spots.
Leon de Wet
Elston Asset Management
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