RBA – Page 4 – ricardian ambivalence

The Household Credit crunch

I think the January Credit data just released by the RBA is very interesting. Total credit growth to households is

When thinking about Australia and the outlook for policy, I find it hard to get past the below chart. It

The RBA went back to an explicitly neutral bias at their Feb’19 policy window — via an interesting bit of

The ABS handed us another puzzle yesterday — the September jobs report told us that employment growth wasn’t keeping up

The RBA just released their semi-annual Financial Stability Review (FSR). Predictability, the FSR plays down the risks from the maturity

It’s been ages since I blogged here — partly because the issues facing the Australian Economy haven’t changed much over

RBA Gov Lowe gave the ABE Dinner speech this year — a speech entitled ‘Some Evolving Questions’. The speech looks at

At first glance, the Q3’17 WPI print was a stable at 0.5%q/q (2.0%y/y) — however once you look at the

Say you were the Governor of an inflation targeting central bank and wanted to communicate to the world that you

RBA watcher James Glynn pushed the Aussie dollar and bond yields down on Friday with the explosive story RBA not

[is this thing still on?] It’s been a long time since I blogged, but today’s RBA statement has lit a

The RBA has set things up to resume the easing cycle that began in 2011 (I never believed in the whole ‘neutral’