Market insights

In the words of RBA Governor, Michelle Bullock, the RBA is unlikely to cut the cash rate over the next six months and the RBA’s latest economic forecasts of too strong aggregate demand relative to economic output and inflation taking longer to come inside 2-3% target...

Risk assets strengthened for the most part in July and government bond yields fell amid patchy central bank rate cuts and reduced inflation concerns. The rallies flew in the face of heightened geopolitical tensions, signs of weak global economic growth and any caution...

Economic data released in July show soft global economic growth, some easing of tight labour markets but still patchy progress reducing inflation. After the first cuts in official interest by some central banks in June, few have been able to follow up with cuts in...

In two weeks, the RBA holds its August interest rate setting meeting and there is an active debate about whether the RBA will leave the cash rate unchanged at 4.35% or will hike 25bps to 4.60%. Our view is that the bar is set very high for the RBA to consider another...

Rising prices and rising rent feature in most forecasts of housing in Australia’s capital cities, Melbourne excepted. The main driving forces for the forecasts are the under-supply of housing relative to strong demand driven by population growth and a range of other...