ForexLive Asia FX news wrap: RBA throws in the towel on YCC

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Forex news for Asia trading on
Thursday
28
October 2021

Australian interest rate markets
were where there was some action on the session, but, spoiler
alert, AUD was not much flustered by the rate moves.

The
April 2024 Australian Commonwealth Government Bond is the Reserve
Bank of Australia ‘target’ bond, where the bank is aiming to keep
the yield at 0.1% or below. Last week the RBA bought this bond to
attempt to drive the yield down from circa 0.17%. Today the Bank was
scheduled to be in the market again, having announced it’d be
buying 7-10 year Australian
bonds. Markets were also waiting to see if the RBA would be buying
the April ’24 to
drive the yield on that bond down again, and in
order to keep its Yield Curve Control (YCC) intact. The RBA did not
buy the April ’24 bond though and its yield quickly rocketed higher
to
0.5%.

All
this comes in the wake of yesterday’s inflation report (check out
yesterday’s wrap for the info and further links ICYMI) that has set
markets and analysts clamouring for an earlier rate hike than
the RBA’s promised not earlier than 2024.

While
all this was going on the USD was displaying a little strength, with
EUR, GBP, NZD, CAD and CHF all lower against the dollar. AUD/USD
was
down also, the biggest of the losers (I should note none of the
ranges were large). As I post though the weaker USD prevalent earlier
in the session has reversed; EUR, GBP, CHF all have fully recovered
their losses. AUD/USD and NZD/USD are retracing also although AUD/USD is lagging.

USD/JPY
did not gain early but it too has lost ground.

Oil
fell, coal also (extending its huge decline). Shanghai Comp is down
1%.

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