Will the RBA hike or hold this week?
• Positive sentiment. Softer US price & wage data supported risk appetite. Equities & commodities firmer, US yields lower. FX was more mixed.• BoJ tweak. BoJ adjusted its yield curve control framework. Based on further steps & improvement in other fundamentals we see the JPY strengthening over time.• RBA in focus. Will they hike or hold? Analyst community is leaning towards a move. Markets are less convinced. A change would generate a knee-jerk AUD lift. Risk sentiment ended last week on firmer footing, although FX markets moved a bit more to the beat of their own drum. US equities rose...