Economics Daily Alert

Strong US jobs data in January pushed bond yields higher and reduced Fed rate cut bets, while Australian housing lending saw a sharp Q4 2025 increase.

Key Takeaways

• 1.Stronger-than-expected US nonfarm payrolls (+130,000) and a drop in unemployment to 4.3% led to higher bond yields and reduced Fed rate cut expectations.
• 2.Australian housing loan commitments surged 9.5% in Q4 2025, driven significantly by first home buyers using an expanded deposit scheme.
• 3.Global oil prices rose due to geopolitical tensions between the US and Iran, with Brent reaching $69.40.

Table of Contents

• US bond yields rise as jobs data beats expectations
• Australia and NZ
• International
• NOT INVESTMENT RESEARCH
• Global Economic & Markets Research

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