NAB Morning Call

Friday 5th December 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABBond yields rose in Australia and Japan yesterday and overnight. In Japan 10-year JGBs reached 1.94%, the highest level since 2007. NAB’s Skye Masters says it relates to the continued expectation of a rate hike by the BoJ, and the higher yields have created a buying opportunity for investors. Yields have risen in Australia as household spending for October came in higher than expecting, suggesting the RBA might set a hawkish tone to their next meeting, indicating a rate hike is coming sooner than many have been expecting. Hosted on Acast. See acast.com/privacy for more information.