I retweeted earlier that
- “Goldman’s next off the rank to push back its rate cut forecast from the RBA – now expect a July cut (from March)” (thanks to @ChrisWeston_IG, sharp and on-the-ball early in the Australian morning!)
Just a bit more detail – they have also delayed their forecast for the first RBA rate hike (the first after the easing cycle, that is) to Q2 of 2015 (previously for Q1 2015).