RBA’s new forecasts, no jobs data from the US
RBA's revised forecasts will be the focus today. Phil talks to NAB's Rodrigo Catril.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Tuesday 3rd February 2026
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With markets all but certain the RBA will lift rates today, attention turns to the Bank’s updated forecasts. Meanwhile traders navigate a week without US jobs data thanks to Washington’s partial shutdown. A stronger US dollar, buoyant equities and rising bond yields set the backdrop, alongside a hawkish market reaction to Kevin Warsh’s Fed nomination and a punchy US ISM showing growth in orders and production but weaker employment. Oil has slumped, gold has tumbled, China’s private‑sector PMI has surprised on the upside, and the US–India tariff shift barely moved the dial.
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