RBA to Stay at 2.00% The Reserve Bank of Australia (RBA) makes its first interest rate decision of the year, and we believe the RBA will keep the cash rate at 2.00%. It appears that interest rate cuts from the RBA are finally starting to take effect on the wider economy. This bodes well for the retail space which should benefit from consumers having more discretionary income from lower interest rates. One of ATM’s top thematic views is that a “Spending Spree” will benefit selected retailers such as Myer (MYR.AX) which despite selling off this month, remains up +17% since 1st Oct 2015. RBA Decision Preview ATM believes that the RBA will maintain interest rates at 2.00% over the near term. In our opinion, there is however a distinct possibility that the cash rate moves higher in the latter half of 2016 if employment figures continue to surprise to the upside and economic growth remains robust. This is not the consensus view with most banks and research houses picking the RBA to cut intere...