# Paul Bloxham

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/paul-bloxham
Canonical HTML page: https://getfinancebrief.com/entity/paul-bloxham

## Timeline

- **2026-10-28**: September quarter CPI release — Quarterly inflation data becomes the next major checkpoint for the RBA's tightening path.
- **2026-09-30**: August CPI release — Monthly inflation data arrives one day after the board meeting, too late to influence the expected hike.
- **2026-09-29**: RBA board decision expected — Economists almost universally expect the cash rate to rise to 4.6 per cent, the highest since November 2011.
- **2026-08**: Unexpectedly hot inflation data released — Last month's stronger-than-expected inflation figures reset market expectations and tightened odds of an RBA rate hike.

## Recent coverage (2 stories)

### RBA to lift cash rate to 4.6% as markets fully price September hike
2026-09-27 07:47:46 · Sentiment: Bearish · Impact: 6/10 · Sources: 2

The RBA is expected to lift its cash rate to 4.6% on Tuesday, the highest since November 2011, with money markets almost fully pricing the move. The decision lands before August CPI and September quarter data, underscoring a hawkish reaction-function shift that will ripple through AUD, bond yields and rate-sensitive equities.
Full story: https://getfinancebrief.com/story/rba-hike-4-6-cash-rate-september-2026

### RBA's 0.7% productivity call fuels inflation bets vs Treasury's 1.2%
2026-09-24 21:26:07 · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Australia's triennial Intergenerational Report has exposed a major divergence between Treasury's 1.2% productivity assumption and the RBA's 0.7% medium-term view. Economists warn this gap could materially shift the inflation and rate path outlook, with Westpac's Luci Ellis arguing the RBA's forecasts are skewed gloomy and HSBC's Paul Bloxham calling Treasury optimistic.
Full story: https://getfinancebrief.com/story/rba-treasury-productivity-assumption-divide-finance

---
This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getfinancebrief.com/guides/methodology for the full editorial methodology.