Australia and the RBA
Reserve Bank of Australia decisions, Australian inflation and jobs data, and the Australian dollar.
60 articles
- Tomorrow's Macro Roadmap: Bank of Japan Decision With Tokyo Inflation and German CPI
- SK Hynix Revives the AI Trade as the RBNZ Surprises With a Hold
- Tomorrow's Macro Roadmap: FOMC Meeting in Focus Alongside Australian CPI, BOC and RBNZ Rate Decisions
- Oil Retreats From Six-Month High as French Bonds Rally
- Stocks Rebound on AI Earnings as Hauser Puts an RBA Hike in Play
- Tomorrow's Macro Roadmap: UK Inflation Is Expected to Climb to 3.4% From 3.1%
- Nasdaq Futures Rebound as Oil Slips and China Beats
- Chip Rout Sinks Kospi 8.5% as Treasuries Rally and the Dollar Slides
- GGMA Markets Briefing: Chip Rout Sinks Korea and Japan as Treasuries Rally on Haven Demand
- GGMA Markets Briefing: Micron Lifts Tech Futures as the BoJ Summary Sinks the Yen and Bonds Steady
- GGMA Markets Briefing: Yen Surges to Six-Month High as Oil Nears $100 and Chipmakers Lift Asia
- GGMA Markets Briefing: Yen Jumps on BoJ Repricing as Oil Eases and Bonds Steady
- GGMA Markets Briefing: Stocks and Bonds Fall as US-Iran Strikes Lift Oil / RBNZ Hikes Again, But NZDUSD Declines
- GGMA Markets Briefing: Japan's 10-Year Yield Hits 3% as the Global Bond Selloff Deepens
- GGMA Markets Briefing: Oil Jumps as US-Iran Fire Resumes; Bessent Presses BOJ
- GGMA Markets Briefing: Stocks Rise on Nvidia's Promise as Rate Hike Bets Build From Sydney to Seoul
- GGMA Markets Briefing: US Treasury’s efforts to rein in the rise in long-term bonds remain the dominant theme in markets
- GGMA Markets Briefing: The Bessent Bond Put Fails Its First Test: Yields Back at the Highs, Dollar Sold
- GGMA Markets Briefing: The US Treasury Blinks: Bessent's Buyback Overwhelms a Hawkish Fed
- GGMA Markets Briefing: Bond Market Calls Warsh's Bluff as the BoE Decides
- Markets Briefing: Chip Rout Batters Korea as Missiles Lift Crude Before an Unreadable Fed
- Markets Briefing: Chip Rout Swamps the Oil Relief as Three Central Banks Line Up
- Tomorrow's Macro Roadmap: RBA’s Bullock Speech and US Consumer Confidence on Fed Eve
- GGMA Markets Briefing: Asian Chipmakers Rally on AI Spending as Red Sea Tanker Strikes Lift Oil, ECB in View
- Tomorrow's Macro Roadmap: ECB Rate Decision Day / Australian Jobs / US Jobless Claims / Canadian Retail Sales / Intel Earnings
- Markets Briefing: Chip Selloff Slams the KOSPI as the AI Trade Reverses and Korea Starts Hiking
- Tomorrow’s Macro Roadmap: Bank of Korea Takes Centre Stage as US Retail Sales Meet a Hawkish Fed Chorus
- Markets Briefing: China Export Beat Lifts Asia and Metals as Hike Bets Build Before CPI
- Markets Briefing: US strikes Iran and revokes oil waiver as Hormuz risk reignites
- Tomorrow's Macro Roadmap: RBNZ Rate Decision / FOMC Minutes / RBA’s Hunter / ECB’s Nagel / Swedish CPI
- Markets Briefing: Global markets opened the second half of the year on a cautious footing
- Tomorrow's Macro Roadmap: FR, IT, DE inflation / ECB speak / RBA minutes / US JOLTS & consumer confidence
- Tomorrow's Macro Roadmap: ECB, Fed, RBA & BOE speak / Spain inflation / EZ sentiment survey
- Tomorrow's Macro Roadmap: BOJ minutes / AU CPI / RBA, ECB, BOJ, BOC & BOE speak / Japan services PPI /DE IFO / SNB quarterly bulletin / Fed bank stress test
- Tomorrow's Macro Roadmap: Japan wages / RBA, ECB & BOE speak / Canada & US labour market reports
- GGMA Morning Briefing: AI rally takes a breather
- Tomorrow's Macro Roadmap: RBA, ECB, BOE & Fed speak / Swiss trade balance / EZ inflation / US JOLTS
- Australia's jobless rate stays low in March but Iran war risks loom
- Yesterday’s risk-friendly tone fades / Fed's Goolsbee, Hammack worried about inflation / Soft Japan 30Y auction & weak household spending / AU infl. expectations rise / EZ PMIs / Fed / US durables
- Tomorrow's Macro Roadmap: Japan labour market & Tokyo CPI / RBA minutes / China PMIs / UK GDP / EZ inflation / US home prices, JOLTS & Chicago PMI / Fed speak
- Australia inflation expectations rise to highest since 2023
- GGMA Morning Brief: Oil prices stabilise / ECB won’t allow inflation shock / RBA expected to hike / JPM marks down private credit loans / Today: ECB & Fed speak, US CPI
- GGMA Morning Brief: Stocks rise on Trump’s Iran comments / Japan Q4 GDP revised upwards, wages rise / RBA warns on inflation risks / AU cons. confidence / China’s exports surge / Today: US NFIB & ADP
- Tomorrow's Macro Roadmap: AU inflation expectations / Swiss sight deposits & PMI / EZ & US PMIs / RBA, BOJ, BOE & ECB speak
- Tomorrow's Macro Roadmap: AU Capex, BOJ, Fed & ECB speak, US jobless claims
- GGMA Morning Brief: JGBs under pressure after Takaichi picks two reflationists to join BOJ, Strong AU CPI, Two Fed officials see no rush for policy action, Today: EZ CPI report, RBA, ECB & Fed speak
- Tomorrow's Macro Roadmap: JP services PPI, AU & EZ CPI report, Trump State of the Union speech, RBA, ECB & Fed speak
- GGMA Morning Brief: Risk-off, JGB yields decline, Ex-BOJ policymaker sees April rate hike, $ positioning, RBA minutes, NZ food prices surge, Today: CA CPI, US ADP, N.Y. Empire, NAHB, Fed & ECB speak
- GGMA Morning Brief: “Buy Japan” trade lifts yen, Fed rate pause?, CBO: US budget deficit will continue to rise, UK house prices to increase?, RBA still hawkish, Today: Jobless claims & ECB & BOC speak
- GGMA Morning Brief: US Dollar still under pressure, RBA still worried about inflation, Will US January CPI come in hot?, Oil rises on Middle East tensions, Today: ECB, BOE, BOC & Fed Speak, US NFP
- GGMA Morning Brief: Nikkei rallies on election outcome, Japan’s real wages, Bessent on Fed balance sheet, China injects liquidity, Starmer under pressure, AU household spending,Today: ECB & Fed speak
- GGMA Morning Brief: Tech stocks under pressure over AI fears, Trump pushes for Fed rate cuts, Starmer's premiership faces crisis, Will the RBA hike again in May?, Lower growth target for China GDP?, China’s Xi reasserts Taiwan stance, Today: BOE & ECB Rate Decision, US jobless claims & Jolts, Fed speak
- GGMA Morning Brief: Risk assets keep rallying, RBA hikes interest rate to curb inflation, US-India reach trade deal, Oil: US-Iran to meet, PBOC cuts key loan rate to boost growth, Today: ECB, Fed & RBA speak, US JOLTS & NZ labour market reports
- GGMA Morning Brief: Trump’s Fed pick roils markets with Fed’s balance sheet in focus, BoJ minutes, Japan PM comments on FX, Will the RBA hike this week?, Today: EZ & US PMIs, Fed & BOE speak
- GGMA Morning Brief: US Dollar falls sharply on Trump comments / ECB policymaker concerned about euro strength / BoJ members agree on need to continue raising rates / AU inflation beats estimate, lifts rate-hike case / Higher unemployment in the US?/ BOC & Fed meetings in focus
- GGMA Morning Brief: Stocks rally despite tariff threat, Japan wage negotiations watch, UK store inflation hits highest level in nearly two years, Australian business conditions firm into year-end, US house prices, consumer confidence & ECB’s Lagarde in focus
- GGMA Morning Brief: Risk sentiment improves sharply after Greenland deal, Strong AU labour market report, ECB succession, Norges Bank rate decision, US PCE & GDP reports, NZ CPI in focus
- GGMA Morning Brief: Wages in Japan fell sharply, Trump wants to lower oil prices to $50; calls for a 50% increase in US defence spending, RBA’s Hauser: Current cutting cycle likely over, inflation still high, Markets: Signs of risk-aversion emerging, Today’s Macro Roadmap: Swiss CPI, SNB minutes, US Jobless claims & productivity in focus
- GGMA Morning Brief: Australian CPI slows, Oil slides, Trump tariff ruling on Friday, Fed banks voted against change in discount rate, EZ inflation, US ISM non-Mfg & JOLTS in focus
- GGMA Morning Comment