The Only Economist in the Nation To Forecast the RBA would raise rates to 4.5%.
When CBA, Westpac, ANZ, NAB, Macquarie Bank were forecasting 2.25% to 2.75% as the highest they would go? On the very same programs, ABC News, ausbiz and print media.
Blockade, Energy Shock, Monetary Policy and how to hedge for profit.
Monday, 13 April, 2026.
Why a "laughably childish" diplomacy could boost global inflation
Global Markets & Commodities
Key points:
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Severe and prolonged global energy shortage risk from Strait of Hormuz disruption
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Australia faces higher inflation, possible fuel rationing and a stalling private sector
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Bennett calls rate hikes “economic madness” during an energy shock and wants cuts instead
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Favors oil, gold, euro, Aussie dollar, AI, robotics and resource stocks over broad indices
CNBC Dubai
26 February, 2026.
Discussing Asian markets across Monetary Policy, Bond Yield directions, FX and the major Stock market trends.
ausbiz TV FED, Inflation, US and Aus Stocks
8 September, 2025.
Respects to Charlie Kirk.
US ProducerPrices, Inflation data, Federal Reserve outlook, will they cut Rates, probably.
Australian stocks under-performing, off to the races USA stocks, and BITCOIN opportunity with Oil, after Gold has had a good run!
Why Putin has Russia advancing across Ukraine?
Thank you Andrew and #ausbiz
RBA reality update
Someone has to say it. The bank economists have their hands tied with the threat of reduced bond trading business from the RBA for any criticism. Here, I again correctly point out the economic thoughtlessness and dangers of one of the world's least capable, unaware of contemporary fundamental forces, central banks in the world
ausbiz
2 April, 2026.
Trump's Address and my outlook for the War, Strait of Hormuz and global economy. Managing your portfolio in this challenging environment.
CNBC Dubai 7 October, 2025
Japan has a new Prime Minister. Tech stocks and Monetary Policy.
RBA holds Australians in fear of a ‘dagger in the heart’
The Reserve Bank holds Australians in fear of a “dagger in the heart” if they were to openly speak negatively about the RBA, according to independent economist Clifford Bennett.
“Isn’t it nice that we can finally speak openly about our central bank, which has been relatively free of critique for many years now, for a couple of decades,” Mr Bennett told Sky News Business Editor Ross Greenwood.
“I do believe that people were scared of the RBA.
“The RBA can choose who they send that business to.
“I think the static is always there, all the time, but occasionally there’s the dagger in the heart from the RBA to one of the major banks.”
By Abhishek Vishnoi and Samson Ellis
March 16, 2023
Bennett: 25bps or hold from the RBAs next meeting
March 30, 2023.
Heading into next week's reserve bank meeting, signs are beginning to show that the economy is slowing. From inflation numbers, to job vacancies, there is a slew of data to unpack. Clifford Bennett from ACY Securities joins us to discuss his take on where the RBA could go next. And Clifford believes that the RBA may take the excuse to pause at this stage as the economy looks, in his eyes, weaker than was expected at this stage, pushed in large part by the global turmoil.
SVB Fallout Could be Significant
Monday, 13 March, 2023.
The Federal Reserve does not exist in a bubble. It will not blindly continue raising rates as major cracks appear in the surface of the financial system. There is no way of know how deep those fissures run and this will not be known by the time of the upcoming FOMC. It is highly likely the Federal Reserve will at least pause at this next meeting. So as to further assess the ripple impact of the collapse of SVB.
GETTING THE FED RIGHT.
Terminal Rate Risk as High as 7.5%
The RBA and the Fed diverge on interest rates.
ausbiz TV
9 March, 2023.
The US Federal Reserve and the Reserve Bank of Australia have diverged in their communication regarding interest rates in March. Clifford Bennett from ACY Securities believes that the Federal Reserve has made a mistake by slowing down too early, and that Jerome Powell may soon increase interest rates by 50 points. Clifford says that the US has already seen a recession and that the higher the interest rates go, the quicker they will have to cut eventually. He says that the RBA has engineered a roller coaster economy and should not be hiking rates at all.
Australian economy could ‘fall off a cliff’
Australia’s “extreme” inflation could see our economy “fall off a cliff”, according to ACY Securities Chief Economist Clifford Bennett. “We might already be in the first half of the recession, we just don’t have the data for it,” he told Sky News Australia. “There’s only two other economies in the top 20-25 countries who have inflation higher than Australia and that is Italy and the UK. “Australia’s inflation is extreme by global standards.”
US MARKETS RALLY THANKS TO MAGNIFICENT 7
BFM 89.9 Interview
24 July, 2023.
In the US despite successive rate hikes, equity markets continue to rally. Clifford Bennett, Chief Economist at ACY Securities explains this conundrum whilst telling us his expectations with regards to Federal Reserve Monetary Policy ahead of the FOMC this week.
