Updated
Updated · Bloomberg · Aug 15
Traders Lift November RBA Hike Odds to 45% on Persistent Inflation
Updated
Updated · Bloomberg · Aug 15

Traders Lift November RBA Hike Odds to 45% on Persistent Inflation

3 articles · Updated · Bloomberg · Aug 15

Summary

  • Swaps now imply a 45% chance of a quarter-point RBA rate hike by November, up from 38% before Tuesday’s policy decision.
  • Persistent inflation above the central bank’s target is driving the repricing, with investors betting the RBA may need to tighten again.
  • November 2026 interbank cash-rate futures on the ASX climbed to a more than three-month high on the meeting day, signaling stronger speculative positioning.
  • The move shows markets are increasingly testing the prospect that Australia’s easing cycle could be interrupted if price pressures fail to cool.

Insights

If the RBA held at 4.35%, why are traders growing more convinced a November rate hike is still coming?
Could stubborn inflation and weak productivity force the RBA to raise rates again even as households struggle with record mortgage pressure?