Relative Return Unplugged: How will sticky inflation impact rates?
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by special guest Stephen Miller, market strategist at GSFM, to unpack the latest inflation figures and what they could mean for the RBA’s coming rate decisions.
Australia’s latest consumer price index print has seen inflation drop to 2.8 per cent over the past 12 months to September, bolstered by temporary government subsidies, while annual trimmed mean inflation remained at 3.5 per cent, which places the Reserve Bank in a cautious stance on rate cuts.
We take a look at what the latest numbers say about the broader Australian economy and how the RBA is likely to respond, as well as compare the Aussie central bank’s rate decisions with global counterparts and whether it made the right call when it was raising rates.
Tune in to hear:
- How the competing duties of governments and central banks can result in tension.
- Why the headline inflation number tells a misleading story.
- What the future holds for rates as inflation remains sticky.
AUTHOR
Keith Ford
Recommended for you
On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s long anticipated rate cut to 4.1 per cent.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead of the Reserve Bank’s highly anticipated first rate call of 2025.
In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment at FTSE Russell, about the intricacies of climate investment.
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war.
