RBA

Front-end rates are experiencing a split personality as European disinflation and Australian rate hikes influence global bond markets. This analysis delves into the awakening of term premium, the...

Global markets are navigating a complex landscape where central bank actions, inflation data, and liquidity signals are quietly shifting the U.S. Dollar's position, impacting everything from major...

A deep dive into the growing gap between the RBA's hawkish tightening and the cautious stance of the ECB and Fed.

A deep dive into the current FX regime as real-rate differentials drive the EURUSD and AUDUSD pairs amid central bank policy shifts.

Global markets are navigating a widening gap in central bank policy as the RBA returns to tightening while the ECB and Fed remain cautious.

Global bond markets face a 'split personality' as Eurozone disinflation battles RBA rate hikes and US labor market uncertainty.

Global rates desks are pivoting focus to the long end of the curve as the Australia 10Y yield acts as a hybrid proxy for both US duration and China's economic health.

The RBA's recent rate hike contrasted with softening Eurozone inflation creates a complex landscape for FX carry trades and front-end yields.

Asian markets rallied as the RBA hiked to 3.85% and the PBOC injected 800bn yuan, while Eurozone inflation prints shifted EUR/USD hedging demand.

A deep dive into the diverging global interest rate environment as Eurozone disinflation battles a surprise RBA rate hike and US labor market uncertainty.

The Reserve Bank of Australia's surprise hike to 3.85% has shattered the synchronized global easing narrative, forcing a major repricing in Australia 10Y yields.