Many are calling for a RBA cash rate cut in February, but as we look at the overall data indicators, its a line ball call, and stripping away the political pressure and overdone economic commentary, the case is not as strong as you might think. Indeed, the latest RBA Credit Aggregates were pretty strong, and inflation expectations are less well anchored than some seen to believe.
I agree the February meeting is a “live” meeting, but don’t over estimate the probability of a cut.
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