Skip to content
Artwork for NAB Morning Call
NAB Morning Call · Tuesday · 14 min

Higher and Higher

Wednesday16th September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Bond yields are still at multi-year highs, driven by inflation concerns, in turn driven by oil prices, which are still rising, alongside expectations for rate hikes from central banks. NAB’s Skye Masters says markets have almost fully priced in a rate hike from the Fed tomorrow morning (our time) but there will be interest in the dots plot (whilst it’s still a thing) to determine future moves. Phil and Skye also look at the rise in Japanese Government Bonds Yields. As Phil points out, the last time they were this high nobody had heard of the Spice Girls. Hosted on Acast. See acast.com/privacy for more information.

0:00-14:30

transcript

No transcript — this publisher did not publish one.

show notes

Wednesday16th September 2026


NAB Markets Research Disclaimer 

Financial Services Guide | Information on our services - NAB


Bond yields are still at multi-year highs, driven by inflation concerns, in turn driven by oil prices, which are still rising, alongside expectations for rate hikes from central banks. NAB’s Skye Masters says markets have almost fully priced in a rate hike from the Fed tomorrow morning (our time) but there will be interest in the dots plot (whilst it’s still a thing) to determine future moves. Phil and Skye also look at the rise in Japanese Government Bonds Yields. As Phil points out, the last time they were this high nobody had heard of the Spice Girls.



Hosted on Acast. See acast.com/privacy for more information.

links3