AUD: RBA holds rates at 3.60%, signals hawkish pause – BBH

The Reserve Bank of Australia (RBA) kept its cash rate steady at 3.60%, emphasizing an end to easing and hinting at the potential for a future hike, while AUD/USD rebounded toward 0.6650 with resistance near 0.6700 awaiting direction from tomorrow’s Fed decision, BBH FX analysts report.

USD/JPY edges higher on UST yields and Japan quake – OCBC

USD/JPY drifted higher amid rising U.S. yields and earthquake news in northeast Japan, with markets pricing in a 90% chance of a BoJ 25bp hike next Friday, while near-term trends remain USD-supportive. Pair was last seen at 156.16 levels, OCBC’s FX analysts Frances Cheung and Christopher Wong note.

USD: Fed terminal rate re-priced higher – ING

The comments from the ECB’s Isabel Schnabel yesterday rippled through interest rate markets around the world. Traders were naturally reassessing that if the next move in ECB rates is up, why is the market pricing in a further 90bp of Fed easing?

AUD/USD: The 0.6685 level might me beyond reach – UOB Group

Australian Dollar (AUD) appears to have entered a consolidation phase between 0.6605 and 0.6645. In the longer run, further AUD strength is not ruled out; it remains to be seen if 0.6685 is within reach, UOB Group’s FX analysts Quek Ser Leang and Peter Chia note.

BoJ’s Ueda: Approaching policy normalization path gradually

Bank of Japan (BoJ) Governor Kazuo Ueda said at a London event during the European trading session on Tuesday that the central bank is tightening monetary conditions gradually as underlying inflationary pressures are accelerating in wake of fiscal stimulus.

RBA holds rates but warns of capacity strains – Standard Chartered

The Reserve Bank of Australia (RBA) kept the cash rate unchanged at 3.60% in a unanimous decision. Governor Bullock ruled out rate cuts in the interim, with a hold and a hike being considered. Our baseline remains for no change to the cash rate in either direction in 2026.

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