Monday: RBA still on track for November cut

The US$ starts the week strong vs the A$, NZ$ and yen after a dovish BoJ hike and markets seeing fewer Fed rate cuts this year. Market attention is on Australian inflation data on Wednesday for signals on whether the RBA can cut in November.

In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes visits China and finds surprisingly resilient demand for iron ore.

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