Could an RBA rise come sooner?
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Could an RBA rise come sooner?
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Friday 5th December 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Bond yields rose in Australia and Japan yesterday and overnight. In Japan 10-year JGBs reached 1.94%, the highest level since 2007. NAB’s Skye Masters says it relates to the continued expectation of a rate hike by the BoJ, and the higher yields have created a buying opportunity for investors. Yields have risen in Australia as household spending for October came in higher than expecting, suggesting the RBA might set a hawkish tone to their next meeting, indicating a rate hike is coming sooner than many have been expecting.
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