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Rates, bonds and oil – how high can they go
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Tuesday 29th September 2026
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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 survey data suggest the RBA is operating in a vastly different cyclical environment than its peers. The pair also examine Nvidia’s historic $150 billion share buyback, the US-China tariff cuts and key global data reads including US JOLTS and Canadian GDP.
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