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

March 04, 2025 • 01:31:41

DFA Live Q&A HD Replay: Investing Now: With Damien Klassen

This is an edited version of a live discussion with Head of Investments at Walk The World Funds and Nucleus Wealth, Damien Klassen as...

Episode

July 15, 2024 • 00:07:35

The Chilly Economic Winds Hits Kiwi Property Market!

Latest data from REINZ shows further momentum falls across property sales and prices in New Zealand, as the higher rates continue to squeeze households...

Episode 0

December 22, 2022 • 01:35:00

DFA Live Q&A HD Replay: Tony Locantro - Year In Review And Ahead [Podcast]

This is an edited version of my recent live discussion with Investment Manager Tony Locantro from Alto Capital in Perth as we reflect on...