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Central Bank Focus

RBA Minutes Confirm No Rush to Ease Amid Strong Data

by Felix-Antoine Vezina-Poirier, Chief Strategist  

RBA minutes confirmed a cautious approach to easing, reinforcing our underweight in ACGBs and long AUD/NZD stance. The decision to hold at 3.85% surprised markets expecting a 25 bps cut. Governor Bullock had framed the decision as one of timing, but…

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