Inflation Not Dead, Just Resting… At Best…

Digital Finance Analytics (DFA) Blog

Aug 27 2025 | 00:09:01

00:00 / 00:09:01

Show Notes

Well, well, the monthly ABS data on inflation came in with a rate that accelerated faster than expected in July, moving closer to the top of the Reserve Bank’s 2-3% target, jumping to 2.8% — the highest annual rate since July 2024 — and well above June’s 1.9%. A caveat as always, these monthly indicators are partial, and move about quite a bit, but it suggests the RBA will need to be cautious about further rate cutting. RBA meeting-linked swaps indicate the central bank will stay on hold in September, with the next reduction fully priced for November. Traders then […]

Other Episodes

Episode

February 08, 2025 • 00:24:30

Higher For Longer Is The Watchword, As Confusion Reigns….

This is our weekly market update where we start in the US, cross to Europe and Asia and end in Australia, covering commodities and...

Episode

January 14, 2026 • 00:11:25

No Rate Cuts? The Inflation Genie IS Still Out The Bottle!

The latest data from the US BLS showed that superficially the core consumer price index, regarded as a measure of underlying inflation because it...

Episode 0

August 05, 2022 • 01:04:38

Raising Rates - Into A Recession: With Tarric Brooker [Podcast]

My latest Friday afternoon chat with Journalist Tarric Brooker about economics, monetary police and social trends. His charts are available to view at https://avidcom.substack.com/p/charts-that-matter-5th-august-2022...