Bond Selloff Cools but Equities Wobble as RBA Flags Hike Risk
Global duration finds tentative footing after a punishing stretch, yet risk assets remain unsettled as Reserve Bank of Australia's Hauser warns policy could tighten again if inflation risks crystallise.
The intensity of the global bond selloff has eased, but equity markets are struggling to convert stabilising yields into conviction. RBA Deputy Governor Hauser's explicit warning that rates could rise again if inflation risks materialise underscores that the developed-market easing narrative is no longer one-directional.