Please click here to view Shane Oliver's views on the RBA's recent increase in interest rates.
Key points raised are :
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The RBA hiked its cash rate for the second time this year by another 0.25% to 4.1% in response to inflation running above target and the War with Iran likely to boost it further.
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A further rate hike is highly possible, but the longer the conflict persists the greater the risk that the inflation shock will turn into an output shock.
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As such our base case is for the RBA to leave rates on hold at its May meeting.
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The best thing the Government can do to help alleviate underlying inflation pressures is to lower the level of public spending and introduce reforms to help boost productivity.


