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Nonconsensus · Aug 9, 2026

The Week Ahead 2026.08.09

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As the market winds down what has been another extraordinary earnings season, we get a timely read on US inflation and demand which will give some sense of how 2H26 is starting off.

The week kicks off with the RBA meeting. Regular readers might remember that the views from our last trip down under have paid out nicely, with Aussie 2yr yields having a nice run higher after our p…

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