Skip to content

Research

Australian inflation outlook

31 Oct 2026 · 9 min read

Download

Why the September quarter CPI did not surprise us, what transport, oil and fertiliser prices say about the months ahead, and why the RBA can hold off a rate rise until February.

Get the weekly commentary

The weekly market update, sent to advisers and investors by email.

Important information

Arculus Funds Management Pty Ltd (ABN 74 661 739 340) is an Authorised Representative (No. 1298896) and wholly owned subsidiary of GCI Australia Pty Ltd (ABN 68 140 364 576; AFSL No. 346034). Arculus Funds Management is authorised by GCI Australia to provide particular financial services to those who qualify as a ‘Wholesale Client’ in accordance with the Corporations Act.

This website has been prepared and issued by Arculus Funds Management to provide you with general information only. It is not intended to take the place of professional advice and you should not act on a recommendation or statement of opinion without first considering the appropriateness of the general advice to your personal circumstances or consulting your investment advisor to determine whether the recommendation or statement of opinion is appropriate for your investment objectives, financial situation or needs. Neither Arculus Funds Management, DDH Graham Limited nor any of their related parties, their employees or directors, provide any warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Past performance should not be taken as an indicator of future performance. You should obtain a copy of the relevant Product Disclosure Statement before making a decision about whether to invest in any product.

Get the weekly update

Our weekly market update, by email. Unsubscribe any time.

I am a