Intelligence Feed event · Macro · 2026-08-04

    Major Australian banks and analysts reinforce expectations that RBA will hold cash rate at 4.35% at August meeting

    Question

    Major Australian banks and analysts reinforce expectations that RBA will hold cash rate at 4.35% at August meeting

    Direct answer

    Consensus for an RBA hold anchored pricing in OIS and bond futures, helping stabilize AUD/USD and S&P/ASX 200 rate‑sensitive sectors as markets discounted near‑term tightening while pushing out expectations for eventual cuts to late 2027.

    Original publisher
    Market Ontology
    Evidence through
    2026-08-04
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Major Australian banks and analysts reinforce expectations that RBA will hold cash rate at 4.35% at August meeting”, revision 1, evidence through 2026-08-04. https://marketontology.com/market-events/2026-08-04/major-australian-banks-and-analysts-reinforce-expectations-that-rba-will-hold-ca-563d1d

    MACRO
    Major Australian banks and analysts reinforce expectations that RBA will hold cash rate at 4.35% at August meeting
    Consensus for an RBA hold anchored pricing in OIS and bond futures, helping stabilize AUD/USD and S&P/ASX 200 rate‑sensitive sectors as markets discounted near‑term tightening while pushing out expectations for eventual cuts to late 2027.
    AUDUSDXJOAUOIS1Y
    Impact
    59
    AUG 4
    SIG
    AUDUSDXJOAUOIS1Y
    Major Australian banks and analysts reinforce expectations that RBA will hold cash rate at 4.35% at August meeting
    Consensus for an RBA hold anchored pricing in OIS and bond futures, helping stabilize AUD/USD and S&P/ASX 200 rate‑sensitive sectors as markets discounted near‑term tightening while pushing out expectations for eventual cuts to late 2027.
    Impact
    Consensus for an RBA hold anchored pricing in OIS and bond futures, helping stabilize AUD/USD and S&P/ASX 200 rate‑sensitive sectors as markets discounted near‑term tightening while pushing out expectations for eventual cuts to late 2027.
    Affected
    AUDUSDXJOAUOIS1Y

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    What happened next

    Price follow-up pending — no stored daily closes for these assets yet.

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    Sources

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