AMW: Factors influencing Australian inflation
In this Weekly, we look at some of the key risks around the Australian inflation outlook in the context of measured inflation turning higher globally.
AMW: How should central banks respond to transitory inflation?
We are unlikely to get a true read of the underlying pace of inflation until mid-2022, with both transitory and policy driven impacts continuing to play out.
AMW: Population growth slows in the pandemic; implications for real rates
For Australia, population growth should begin to recover when international borders are re-opened (latest guidance is from mid 2022).
AMW: Australia’s path to reopening in international context
The NSW and Victorian outbreaks remain stubbornly high in the face of strict lockdown measures, renewing focus on vaccinations as the path forward. The vaccination rollout is finding its gear, led by a sharp acceleration in NSW, putting the rollout on track to meet reopening thresholds by November.
