Aiming for zero
BoJ and RBA today, whilst yields are pushing higher in the US. Phil asks NAB’s Skye Masters whether we could see 2 year yields reaching 5% again.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Tuesday 19th March 2024
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Two central banks meet today, but the outcomes seem predictable. The end of negative rates by the Bank of Japan seems to have been well signalled, and the RBA continues its restrictive policy settings. NAB’s Skye Masters says we continue to look to November as the first possible rate cut in Australia. Meanwhile bond yields in the UW continue to push higher, ahead of the FOMC meeting later in the week. Phil asks if 2-year yields could push as high as 5%. Elsewhere, positive data from China yesterday, the ZEW survey for Europe today and Canada’s inflation print.
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