TheBitCast

Rates, bonds and oil – how high can they go

Podcast: NAB Morning Call · Phil Dobbie

Opublikowano: 2026-09-28

Tuesday 29th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB As crude oil holds above $105 a barrel and US 10-year Treasury yields surge to 5.24%, markets are grappling with how much further central banks can push policy rates to restrain persistent inflation. On today’s podcast Phil talks with NAB Chief Economist Sally Auld ahead of the Reserve Bank of Australia's rate decision. Sally notes that while US growth resilience and structural Capex demand are driving global yields higher, Australia’s cooling PMIs and softening business surv...