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Some election results surprise; US data mixed; Taiwan retail and German sentiment improve; Aussie house buyers strike; Anthropic issues CYA IPO filing; UST 10yr at 4.98%; gold firms and oil holds high; AU$1 = 70.2 USc

Luci Ellis says the RBA does not want to promise what it will do, but it is increasingly trying to tell us what it thinks

Navneeraj Sharma & Arvind Subramanian identify political, economic, and fiscal weaknesses in China that could turn into a perfect storm

A big week ahead of central bank decisions; inflation elevated, while PMIs positive; Canada retail positive; EU inflation expectations hold; war drums beat louder; UST 10yr at 4.99%; gold holds low and oil holds high; AU$1 = 70.4 USc

House prices have recorded their steepest decline on record, with all eight capital cities experiencing a fall in the September quarter

US sentiment stays low but inflation expectations rise; US PMI's expanding; Japan, Taiwan, India & the EU all deliver expanding PMIs; Australia doesn't; election season starts; UST 10yr at 4.99%; gold falls and oil rises; AU$1 = 57 USc

Big Tech takes hits as investors seek safety; US jobless claims fall; Canada PPI jumps; China FDI in doldrums; EU sentiment retreats; freight rates rise; UST 10yr at 4.96%; gold holds and oil rises; AU$1 = 70.2 USc

Şebnem Kalemli-Özcan argues that concerns over the AI buildout, bond yields, and public debt cannot be divorced from supply shocks

Here are the changes the main banks have made to retail interest rates on Thursday, October 22, 2026