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Central Bank Focus

Macro Resilience Keeps RBA Cautious, ACGBs Vulnerable

by Felix-Antoine Vezina-Poirier, Chief Strategist  

The RBA’s surprise hold reinforces a slower easing path, warranting an underweight on Australian bonds. Markets had priced in a 25 bps cut, but the central bank opted to keep rates at 3.85%. Governor Bullock characterized the decision as a matter of timing,…

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