RBA Governor Bullock noted that liaison reports show many firms passing on higher input costs, while recent data aligns with expectations of demand growth easing in the first half of 2026. She emphasized that lowering inflation is crucial.
Sentimentneutral 50
Neutral · 50 of 100
Impact20
low · stays off the top drivers
Confidence60%
moderate confidence · 3 wires
Eventdeveloping
v3 · alerted to followers
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WHY IT MATTERS••••••••••Market transmission and exposed assetsBULL / BEAR CASE•••• / ••••Competing evidence, edited togetherNEWS ON PRICE••.•% reactionConfirmation versus SPY and sectorWHAT TO WATCH•• catalystsThe facts that can change the read
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
RBA Governor Bullock: data aligns with easing demand growth in H1 2026neutral 50 · impact 20
RBA Governor Bullock: firms passing on higher input costsneutral 50 · impact 10 · this page
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