CBA expects the RBA to hike rates by 25bp in February, citing resilient growth, tight labour markets and sticky underlying inflation, warning markets may be underpricing the risk of earlier policy tightening.
Fed's $40B/mo Treasury buys boost liquidity, lower SOFR to 3.67%. Burry warns of bank fragility; others see stability.
AI stocks face debt fears, sinking 5-10% as bond yields climb. Traders eye bubble risks amid record highs.
NAB expects the RBA to hike rates by 25bp in February and May 2026, clashing with markets that see a 74% chance of no change in February and no fully priced hike until August.
China eyes pragmatic 2026 growth target near 5% (while onshore yuan surges higher!) . Reinforcing expectations of accommodative liquidity conditions into 2026.
Ford will take about $19.5bn in charges tied to its EV business as it pivots toward hybrids and extended-range vehicles amid weak demand, scaling back large EV bets while targeting lower-cost models by 2027.
Nvidia's AI chip demand fuels 20% stock jump, boosting its valuation past $3T. Traders eye future growth.
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