Judo Capital Expects November RBA Rate Hike as Inflation Pressures Persist

• The RBA is expected to raise rates on November 3, 2026, if September-quarter inflation meets forecasts.
• Quarterly trimmed mean inflation is forecast at 1%, above the RBA’s 0.8% projection; data are due October 28.
• Market-implied odds of a 25-basis-point November hike rose to roughly 67% from 22%; the cash rate is priced to peak at 4.87% by May 2027.
• Brent closed Friday at US$116.72 a barrel, roughly 45% above the RBA’s year-end assumption, increasing inflation risks.
• Sydney home prices are approaching a 10% decline from February’s peak, with preliminary auction clearance below 50%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Judo Capital Holdings Ltd. published the original content used to generate this news brief on October 26, 2026, and is solely responsible for the information contained therein.