Why The Aussie Yen Carry Trade Matters To Risk Assets
Market Depth
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The RBA's Rehiking After Pausing the RBA Meeting
The RBA really blew that whole cycle thing apart in the last two meetings or really just in the last meeting, okay, by rehiking after pausing. And so I personally don't know why there was such a skewed consensus for no change for this RBA meeting going into the meeting. So as long as CPI is still well north of their target, even with, or especially with things breaking to counter justify more hikes, then isn't every RBA meeting after that a 50-50 coin toss? Like I was just very surprised at how one sided it was. Look, we're in unprecedented times. Every moment that passes is by definition different, and therefore it's without precedence
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