NAB呼应花旗作出强硬预期：澳洲联储2026年加息两次

Core Viewpoint - National Australia Bank (NAB) has a more aggressive outlook on the Reserve Bank of Australia's (RBA) interest rate forecast, predicting two rate hikes of 25 basis points in 2026, starting in February and followed by a second hike in May, contrasting sharply with current market pricing which anticipates rates to remain unchanged for an extended period [1] Group 1 - NAB cites persistent inflation risks and some resilience in the domestic economy as driving forces behind the RBA's potential return to tightening policy, despite widespread expectations that the policy rate has peaked [1] - This perspective aligns with a similar warning issued by Citigroup earlier in the week, which cautioned that if inflation proves to be stubborn, the RBA may take further action, indicating that the market may be underestimating this risk [1]