Intelligence Feed event · Macro · 2026-07-29

    Softer Australian inflation data leads economists and markets to push back RBA hike expectations

    Question

    Softer Australian inflation data leads economists and markets to push back RBA hike expectations

    Direct answer

    Repricing of the RBA path after the CPI data weighed on AUD/USD and supported front‑end Australian bond futures as OIS curves reduced implied hikes, while rate‑sensitive Australian bank and real estate stocks on the ASX 200 gained on expectations of a prolonged pause.

    Original publisher
    Market Ontology
    Evidence through
    2026-07-29
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Softer Australian inflation data leads economists and markets to push back RBA hike expectations”, revision 1, evidence through 2026-07-29. https://marketontology.com/market-events/2026-07-29/softer-australian-inflation-data-leads-economists-and-markets-to-push-back-rba-h-5c6cc7

    MACRO
    Softer Australian inflation data leads economists and markets to push back RBA hike expectations
    Repricing of the RBA path after the CPI data weighed on AUD/USD and supported front‑end Australian bond futures as OIS curves reduced implied hikes, while rate‑sensitive Australian bank and real estate stocks on the ASX 200 gained on expectations of a prolonged pause.
    AUDUSDAU3YIRF6XJO
    Impact
    61
    JUL 29
    SIG
    AUDUSDAU3YIRF6
    Softer Australian inflation data leads economists and markets to push back RBA hike expectations
    Repricing of the RBA path after the CPI data weighed on AUD/USD and supported front‑end Australian bond futures as OIS curves reduced implied hikes, while rate‑sensitive Australian bank and real estate stocks on the ASX 200 gained on expectations of a prolonged pause.
    Impact
    Repricing of the RBA path after the CPI data weighed on AUD/USD and supported front‑end Australian bond futures as OIS curves reduced implied hikes, while rate‑sensitive Australian bank and real estate stocks on the ASX 200 gained on expectations of a prolonged pause.
    Affected
    AUDUSDAU3YIRF6XJO
    Source facts

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    What happened next

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    Sources

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