An empirical view on Australian inflation

Nearly 2 months ago, I quipped whether the stated rate of Australian inflation is true.

My cynicism about that remains.

In the meantime, while Australian inflation has risen since that August 27th note and today’s synopsis is the same as that headline.

Australia’s inflation rate is not at a dangerous level, yet!

However, the most recent turn higher in the inflation rate commenced in September 2025 and the ‘shapes’ I am seeing today, are early analogues last recorded in 1969.

But, there is silver lining for equity investors when inflation rates are at extremes.

October 14, 2026

rob@karriasset.com.au