Daily Flows & Insights – Retracement Of Domestic Building Approvals and CPI Today

Daily Flows

  • Today, Rabobank is offering 5.00% for 5 years, the highest 5-year rate we have seen in recent times.
  • OCBC has launched a 3-year floating rate note with initial price guidance of 3-month BBSW +75. Currently, Major Bank paper for this tenor is trading at +69.
  • While the gap between 3-month BBSW and 6-month BBSW is narrowing, market participants are still opting to take advantage of the remaining steepness, locking in outright 6-month NCD levels at 4.99%.

Retracement Of Domestic Building Approvals and CPI Today

  • With minimal Tier 1 data from the U.S. recently, markets are turning their attention to the domestic CPI monthly print today and Non-Farm Payrolls on Saturday.
  • Yesterday, Australian private house approvals fell by 1.7%, and total building approvals dropped by 3.6% in November. The decline was largely driven by a steep fall in private multi-unit dwellings.
  • Among Australian private house approvals, Queensland was the only state to see an increase, rising by 4.3% month-on-month.
  • Expected lower interest rates over the next year, combined with easing costs, have the potential to create a favourable environment for larger projects.
  • Today, markets are forecasting a 2.2% year-on-year increase in monthly inflation, following the lowest reading (2.1% YoY) since July 2021.
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Curve Team
Jack Pedersen