by Eleonor Klopsch | Aug 13, 2026 | Insights
Key points The RBA left the cash rate on hold at 4.35% for the second meeting in a row. Some softer than expected readings for underlying inflation, jobs and home prices allowed it to remain in wait and see mode as it “assesses” the impact of the three rate hikes...
by Eleonor Klopsch | Jul 17, 2026 | Insights
Key points Falling real wages and a surge in tax and interest payments over the last five years have led to a slump in Australians’ living standards. But a broader driver of the malaise in living standards has been a slump in productivity growth from over 2% pa in the...
by Eleonor Klopsch | Jun 24, 2026 | Insights
Key points Despite lots of threats over the last 18 months share markets have proved to be remarkably resilient. This likely reflects a combination of: President Trump’s desire for shares to rise; economic activity data right here right now has been okay; earnings...
by Eleonor Klopsch | Jun 18, 2026 | Insights
Key points After three consecutive rate hikes the RBA left rates on hold at 4.35% at its June meeting. However, the RBA retained a tightening bias noting that inflation Is “still too high” and is likely to remain so for some time and that it will do whatever is...
by Eleonor Klopsch | May 20, 2026 | Insights
Key points The oil supply shock remains a significant threat to economic growth and shares – particularly with the Strait of Hormuz remaining closed and global oil reserves running down. It’s contributing to rising bond yields and putting pressure on share market...
by Eleonor Klopsch | May 7, 2026 | Insights
Key points The RBA hiked its cash rate for the third time this year by another 0.25% to 4.35% in response to inflation running above target and concerns that it will likely remain so for longer given price pressures partly flowing from the War with Iran, threatening...
