australia inflation

Latest news and analysis on australia inflation

Macro

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
Macro

Australian inflation was hotter than expected. Here's why

Australian inflation has ticked up - is this a bump in the road or was the end of 2023 the bottom?
Hans Lee
Livewire Markets
Macro

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
Macro

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
Macro

Is inflation crashing?

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
Damien Klassen
Nucleus Wealth
Macro

Is Australian monetary policy tight enough?

Inflation has slowed sharply and markets now assume the RBA has slayed the inflation dragon and is pricing the first rate cut by mid-year.
Jonathan Kearns
Challenger
Macro

The RBA's fight against inflation enters the last (and hardest) mile

Inflation falls below 4% on a headline level for the first time since the December quarter of 2021. But now, the hard work begins.
CHC
GMG
Hans Lee
Livewire Markets
Macro

Do markets now expect the stage 3 tax cuts to be inflationary?

The Treasurer has been reported as saying the RBA Governor said the changes to the stage 3 tax cuts won’t be inflationary.
Jonathan Kearns
Challenger
Macro

RBA Governor Bullock: Australia has a "homegrown" inflation problem, more rate hikes are likely

At the Australian Business Economists' flagship event, Reserve Bank Governor Michele Bullock signalled the Bank may not be done yet.
Hans Lee
Livewire Markets
Macro

A likely "material upward revision" to the RBA's inflation outlook

The big forecast miss on Q3 inflation risks a slower return of inflation to target
Kieran Davies
Coolabah Capital
Macro

RBA should hike in November on higher inflation

Underlying inflation is tracking well above the RBA's forecast profile
Kieran Davies
Coolabah Capital
Macro

Strong unit labour costs challenge the RBA

Strong unit labour costs risk delaying the return of inflation to the 2-3% target band
Kieran Davies
Coolabah Capital
Macro

Average weekly earnings grow strongly

Another measure of wages shows labour costs are growing strongly.
Kieran Davies
Coolabah Capital
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

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

The way inflation is calculated could be flawed. Here's one potential solution

The last two years have been dominated by inflation and rate hikes. But what if the data, not the policymakers, are at fault?
Hans Lee
Livewire Markets
Macro

High underlying inflation places pressure for a July rate hike

Underlying inflation remains uncomfortably high.
Kieran Davies
Coolabah Capital
Macro

History points to the risk of tight monetary policy

Past rate hike cycles have seen tight monetary policy to control inflation.
Kieran Davies
Coolabah Capital
Macro

The lucky country has become the lazy country

Businesses appear focused on paying shareholders rather than building new equipment/technology, creating a productivity/inflation problem.
Christopher Joye
Coolabah Capital
Macro

Strong unit labour costs continue to drive high domestic inflation

Strong unit labour costs account for the bulk of high domestic inflation.
Kieran Davies
Coolabah Capital
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