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In Media Release 2026-21, dated 19 August 2026, the RBA announced it had renewed its bilateral local currency swap agreement with the People's Bank of China for a further five years.
It is important to be precise about what the Bank is saying. This is a potential inflation risk under active monitoring, not a confirmed problem. The AIInvestmentwave could add toDemandfor labour, materials and energy faster than the economy canSupplythem, but its full effect on …
This is a valuation and investment-risk story, distinct from the separate question of whether the AI boom adds to inflation. Mr Hauser was not predicting a crash. He was raising the kind of prudent questions a central banker asks when a rapidInvestmentwave meets uncertain …
The Reserve Bank has been consistent on productivity. In its 11 August 2026Monetary Policydecision, it stated plainly that "historically weak productivity growth continues to constrain potential growth." That is a direct assessment, and it frames why the AI investment wave is drawing attention.
The conclusion came in a joint paper with the Treasury updating the case for a retail CBDC, one of three items the Reserve Bank released on 3 September 2026 alongside a consultation on its settlement infrastructure and a web page tracking its post-Project Acacia …
Jones anchored the pivot in the results of Project Acacia. The project brought together 57 industry participants to test 20 use cases, and, importantly, it dealt largely with real-money transactions rather than hypothetical scenarios. That gives the findings practical weight.
The consultation was one of three items the Reserve Bank released on 3 September 2026, set out in its media release on the RITS consultation and retail CBDC update. The other two were a joint paper with the Treasury on the case for a …
That tension sits at the heart of the current housing debate. A softening market and a chronic shortage of homes can, and do, coexist. Understanding how the Reserve Bank reconciles the two helps explain why officials are neither alarmed by falling prices nor confident …
Speaking at the AFR Property Summit on 8 September 2026, Assistant Governor (Economic) Sarah Hunter described three transmission channels of a housing correction. Crucially, she also drew a careful line around the much-discussed figure of a roughly 10 per cent price fall, making clear …
Speaking at the AFR Property Summit on 8 September 2026, Assistant Governor (Economic) Sarah Hunter said the bank did not expect a recession, and repeated the point after developers raised the prospect of a "full-blown recession". Her framing is important: the housing slowdown now …
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