This is billed as a 'Keynote speech', and its at the Australian Financial Review's Business Summit in Sydney.
Earlier today we had the minutes of the Bank's February meeting, where it cut rates for the first time since late 2020:
I think this take from CBA nails what's ahead:
CEO of Australia's largest bank expects RBA rate cuts not coming until later in the yearUnless the global economy spirals down a trade-war induced black hole, of course, in which case earlier would be better.
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