The Property Couch (LIVE) RBA Feb 2026 | RBA Reverses Course After Inflation Surges
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Feb 3, 2026 They unpack the RBA’s surprise 0.25% cash rate lift and why inflation is accelerating again. They debate fiscal spending, energy shocks and sticky services prices driving CPI. They examine labour market strength, job ads and what tighter policy means for households and property. They also compare US policy moves, tariffs and productivity implications for Australia.
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Job Ads Rebound Signals Tight Labour Market
- Job ads rebounded sharply, indicating renewed hiring demand and a tight labour market.
- Ben says job ads stay well above pre‑pandemic levels despite some monthly falls.
Consumers Grow Less Confident
- Consumer sentiment slipped and time‑to‑buy remains pessimistic; interest‑rate expectations rose.
- Evan highlights sentiment fell to 92.9 and interest‑rate expectations climbed sharply.
Businesses Near Full Capacity
- Businesses report elevated capacity utilisation (~83–86%), leaving little slack to meet demand.
- Evan stresses firms are near full capacity, pushing prices higher.