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RBA to cut rates only in November

While the data released this week confirm that Australia's economy is cooling, it is far too early for the RBA to declare victory in its fight against inflation. Indeed, underlying inflation seems to have stalled, services demand remains relatively firm, and unit labour cost growth is unlikely to be consistent with the RBA's inflation target for a while. Accordingly, we've pushed back our forecast for the Bank's first rate cut from August to November. 

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