Aura Group sees persistent domestic inflation keeping Australian monetary policy restrictive

• The RBA raised its cash rate 25 basis points to 4.85% in November 2026, responding primarily to domestic capacity constraints.
• Underlying inflation is now expected to remain above 3% until late 2027, keeping monetary conditions restrictive for an extended period.
• Markets cut the probability of another increase by February 2027 to 30% from approximately 50% as policymakers signaled a more measured approach.
• Dwelling prices fell almost 5% from their March peak, with tax changes amplifying monetary tightening’s impact.
• Household consumption and dwelling investment forecasts were lowered, while higher labor, energy and input costs pressured business margins.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Aura Group Holdings Pte Ltd. published the original content used to generate this news brief on November 06, 2026, and is solely responsible for the information contained therein.