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

September 12, 2024 • 00:22:42

Latest CPI Data Says Services Inflation Is Still Riling!

On Wednesday the BLS released the latest US inflation data and top line, it appears the post-pandemic spike in U.S. inflation eased further last...

Episode 0

June 29, 2023 • 00:10:18

When The Property Wheels Fall Off! [Podcast]

Latest data shows that more recent property purchases are being sold not long after buying, and some are going for a loss relative to...

Episode 0

February 22, 2019 • 00:25:53

Another Swipe At Banking Separation (Podcast)

I discuss the latest on the Senate Inquiry into Banking Separation (Glass-Steagall) with Robbie Barwick from the CEC. We have a significant opportunity to...