With the RBA striking a more dovish tone in recent weeks, speculation has grown rampant that the Bank could begin its easing cycle as soon as its next meeting in February. We still think there's a compelling case for the Bank to hold its fire until later in the year, but that assessment could well change following the release of Australia's Q4 CPI data on 29th January.
To answer client questions, our ANZ and Markets economists held a post-CPI briefing all about the outlook for Aussie inflation, interest rates and the wider economy.
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