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Michael Read

Today

Treasurer Jim Chalmers delivers the ministerial statement on the economy in Parliament today.

Chalmers reveals another tax revenue upgrade

Treasurer Jim Chalmers has flagged the mid-year update will paint a healthier-than-expected picture of the budget due to a rise in the tax take.

Yesterday

The RBA board has signalled that a rate cut in either February or April is highly unlikely, saying it needs to see more than one quarter of inflation data.

RBA hoses down early-2025 rate cut hopes

The Reserve Bank board has signalled that a rate cut in either February or April is highly unlikely, saying it needs to see more than one quarter of inflation data.

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NSW Treasurer Daniel Mookhey on Tuesday.

NSW braces for Trump trade turbulence and bond market shocks

The state’s treasurer has warned an erosion in free trade could make Australians poorer, as the incoming administration weighs imposing costly tariffs.

This Month

Governments should put hard caps on spending growth to rebuild their finances, preventing the public sector from pushing up inflation, the Business Council says.

‘Unhelpful’ governments driving up interest rates: BCA

Governments should put hard caps on spending growth to rebuild their finances, preventing the public sector from pushing up inflation, the Business Council says.

Owner-occupiers looking to upgrade now need to stump up a $300,000 deposit, with high interest rates forcing some owners to sell and young people to get parental support.

The amount you need to put down for a home deposit is rising fast

Owner-occupiers looking to upgrade now need to stump up a $300,000 deposit, with high interest rates forcing some owners to sell and young people to seek help from mum and dad.

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Treasurer Jim Chalmers.

Chalmers warns against Dutton comeback as interest rate hopes fade

Capital Economics became the latest forecaster on Friday to push back their forecast for the RBA’s first cash rate cut beyond the next election.

Victoria slipped one spot to fourth despite leading on construction work done amid its Big Build projects, according to CommSec chief economist Ryan Felsman.

Victoria’s debt interest bill surges by 28pc

The state’s debt has jumped by $7.4 billion since June and $20 billion in the last 12 months, according to Treasury’s latest quarterly financial report.

The PBO estimates the benefits of the stage three tax cuts will be gone by the end of the decade as bracket creep drives personal income tax rates to a record high.

Stage three tax cuts to be eliminated by bracket creep: PBO

The budget watchdog estimates the benefits of the tax cuts will be gone by the end of the decade as bracket creep drives personal income tax rates to a record.

The RBA board has left the cash rate on hold at 4.35 per cent.

Albanese increasingly likely to face voters without a rate cut

NAB and RBC Capital Markets now expect the RBA to leave the cash rate on hold until May, after the latest practical date for an election.

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Public sector hiring has proven more resilient to the economic slowdown, fuelled by a surge in spending and generous state and federal government pay deals.

Public servant wages outpace private for the first time since 2020

Annual wage growth fell to 3.5 per cent in September from 4.1 per cent in June, as pay growth slowed on the back of a cooling economy.

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Despite the lift in sentiment, households may need to wait another seven months before receiving mortgage relief.

Consumer confidence hits 2½-year high as rate rise fears ease

Despite the lift in sentiment, households may need to wait another seven months before receiving mortgage relief.

Seven charts that show the mystery of Australia’s cash hoard

As cash use plummets in Australia, banknotes linger – stashed for emergencies, savings, or used in black-market trade.

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Australia’s budget numbers are increasingly a mirage as billions in spending are labelled as ‘investments’ to improve the fiscal optics.

Inside Canberra’s hidden $180b spending boom

Australia’s budget numbers are increasingly a mirage as billions in spending are labelled as ‘investments’ to improve the fiscal optics.

Even if China resorted to fiscal stimulus, it was still highly likely that Chinese economic growth would slow due to trade restrictions.

Trump’s China tariffs ‘could bring forward RBA rate cuts’

While KPMG has warned a global trade war could force the RBA to lift rates, other analysts think Trump’s tariffs could push inflation lower in Australia.

UBS chief economist George Tharenou said public sector wages had more than doubled since 2008-09, keeping upward pressure on interest rates.

Public servant wages rise to $232b at fastest pace in 15 years

UBS chief economist George Tharenou said public sector wages had more than doubled since 2008-09, keeping upward pressure on interest rates.

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The revelations mean HSBC is the fourth bank to have hosted a private briefing with RBA officials that breached confidentiality requirements.

HSBC copped RBA ban after private briefing leaks

The revelations mean HSBC is the fourth bank to have hosted a private briefing with RBA officials that breached confidentiality requirements.

Reserve Bank governor Michele Bullock.

Trump trade war could force the RBA to jack up rates

KPMG modelling shows that inflation could take off if China retaliates against Donald Trump’s tariffs, while Australia’s mining sector could suffer a $12b export hit.

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Markets push rate cut bets beyond the next election

Investors now expect the RBA to leave the cash rate on hold until July 2025, raising the possibility Labor could fight an entire campaign without a rate cut.

RBA governor Michele Bullock remains unconvinced about cutting the cash rate.

These five charts show why the RBA isn’t ready to cut rates

High inflation, a still-strong jobs market and flat-lining productivity continue to dissuade Reserve Bank governor Michele Bullock from providing relief to borrowers.

Australians are facing an economic environment of rapidly rising interest rates.

Don’t stoke inflation with big spending promises: Bullock

Michele Bullock warned another interest rate rise was still a possibility, as the RBA conceded it had been surprised by the large rise in government spending.

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Original URL: https://www.afr.com/by/michael-read-p4yw7h