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Australian interest rates
Goldman: Rate hikes begin early 2018
We have a market!
David Llewellyn-Smith
9 years ago
27
Another CPI preview
From Westpac this time: • Westpac’s forecast for the headline CPI is 0.9%qtr which lifts the annual pace to 1.5%yr from 1.0%yr. • September is traditionally a stronger quarter (mostly due to the annual price resetting for administrated prices) with the ABS seasonal factor worth 0.3ppts.
David Llewellyn-Smith
9 years ago
8
Macquarie: Captain Phil lowers the bar to more rate cuts
From Macquarie: RBA Governor Philip Lowe’s first speech as Governor has reinforced themes around monetary policy we have been highlighting.
David Llewellyn-Smith
9 years ago
1
Bill Evans on RBA minutes
From Westpac: The minutes of the monetary policy meeting of the Reserve Bank Board for October, which mark the first meeting of the new Governor Lowe, provide significant insight into the Board’s current deliberations.
David Llewellyn-Smith
9 years ago
4
Pascometer: Interest rates are gunna rise
Weeo, weeoo, weeoo: What a funny little business the sudden interest in “tracker home loans” is – an apparent desire to have a home loan that immediately follows Reserve Bank cash rate movements just when there’s a very good chance the next RBA move will be up.
David Llewellyn-Smith
9 years ago
18
Captain Phil consults his inflation compass
From Captain Phil today: I would like to thank Citi for the invitation to speak at this year’s Investment Conference.
David Llewellyn-Smith
9 years ago
Deep T. would like you to meet STUART
Many things that occur in society defy rational or logical explanation.
Deep T.
9 years ago
82
Equities and bonds beware Yellen’s “high-pressure economy”
From Janet Yellen Friday night: Extreme economic events have often challenged existing views of how the economy works and exposed shortcomings in the collective knowledge of economists.
David Llewellyn-Smith
9 years ago
2
Why interest rates are going towards zero
Cross-posted from The Conversation: Australian Treasurer Scott Morrison recently suggested the Reserve Bank of Australia (RBA) avoid cutting interest rates below the current 1.5%.
Leith van Onselen
9 years ago
58
ABS cuts to blind economy
By Leith van Onselen It is Groundhog Day at the Australian Bureau of Statistics (ABS). The organisation has already been savaged by funding cuts and jobs losses under the prior two governments (both Labor and Liberal), thus hampering its ability to perform its functions.
Leith van Onselen
9 years ago
20
Expect a strong CPI print?
From Deutsche: Our Q3-CPI forecast at 0.8%qoq/1.3%yoy for headline and 0.5%qoq/1.6%yoy for the average of the RBA core measures.
David Llewellyn-Smith
9 years ago
1
Bloxo: Inflation, income, good times roll on terms of trade
From Bloxo: Global commodity prices have risen by 26% since January 2016 and oil prices are at the highest level in over a year.
David Llewellyn-Smith
9 years ago
Aussie bonds price rate hikes
Aussie bonds are taking their cue from oil and central bank moves to steepen yield curves.
David Llewellyn-Smith
9 years ago
3
Singapore crushes house prices with macroprudential
As I’ve said many times, it is only a matter of will, from Bloomberg: On the surface, the property markets in Singapore and Hong Kong have much in common.
David Llewellyn-Smith
9 years ago
16
Bill Evans on the RBA
From Westpac: As expected, the Reserve Bank Board decided to leave the cash rate unchanged at 1.50%.
David Llewellyn-Smith
9 years ago
3
RBA holds again
The RBA result for October is out and it’s no change, as expected.
David Llewellyn-Smith
9 years ago
36
Macquarie: More rate cuts coming
From Macquarie: The RBA board will meet on Tuesday and the market outlook for policy is shifting.
David Llewellyn-Smith
9 years ago
6
Monthly inflation jumps
David Llewellyn-Smith
9 years ago
3
RBA shadow sees rate hikes coming
From the always wrong Shadow RBA: There is little economic news, not even OPEC’s decision to cut oil output, to justify a change in the current cash rate.
David Llewellyn-Smith
9 years ago
12
Bloxo calls rate cycle bottom, again
I thought he’d learned after calling this bottom four or fives already but no!
David Llewellyn-Smith
9 years ago
8
Bill Evans on the RBA’s new hawk
From Westpac: The Reserve Bank Board meets next week on October 4.
David Llewellyn-Smith
9 years ago
9
What will the Deutsche domino knock over?
From Zero Hedge, Deutsche continues to track for the abyss: From Frances Coppola at Forbes: The proximate cause of the latest panic is the US Department of Justice’s proposed $14bn fine for mis-selling American MBS prior to the 2008 financial crisis.
David Llewellyn-Smith
9 years ago
3
How long before central banks own everything?
David Llewellyn-Smith
9 years ago
55
The new hawk at the RBA
David Llewellyn-Smith
9 years ago
9
Ignore Phil Lowe on interest rates
At the end of 2014, when the then governor of the Reserve Bank, Glenn Stevens, declared his easing cycle at an end I wrote the following: Sure, that may be what he’d like.
David Llewellyn-Smith
9 years ago
1
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