29 Quotes by Jarrod Kerr

A rate hike is now 50-50 in May and fully priced by June.

The Reserve Bank will be happy with this result and be content to sit on the sidelines. Companies are wearing some of the price pressure rather than passing it on. When consumers are tightening their purses, retailers don't want to be cranking up prices.

The Reserve Bank has no need to tighten or to ease rates.

It's a pretty disappointing number, much below market expectations and our own. Exports were particularly disappointing.

Consumers have tightened the purse strings and this could continue over the next few months approaching Christmas.

Consumer confidence has fallen five times in the last eight months and signals that the difficult times are not over for households.

The interest-rate advantage with the U.S. will continue to narrow and that will weigh on the Australian dollar.

Input prices are rising a lot faster than output prices, which means manufacturers across all stages of production are taking a hit to their margins.

This is a concern for Australia's growth outlook. We've been depending on better exports to take up some of the slack in the Australian economy as consumer spending cools. So far, that transition hasn't been very smooth.