RaoscaffResearch
Prediction Series · Lock · Issue P-138
Prediction Series · P-138

RBA does not cut — cash rate ≥4.35%, locked at 95%.

95% probability the RBA does not cut at its 29 September 2026 meeting — the cash rate stays at or above the current 4.35%. The Bank has hiked 75bps this year; a cut is off the table. We lock the near-certain no-cut side and disclose that the hold-vs-hike direction is NOT predicted. Resolves 29 Sep 2026.

Type · Prediction Lock · no-cut side (direction not predicted) Locked · 2026-08-13 · before the 29 Sep meeting Resolves · 2026-09-29 · RBA monetary policy decision (rba.gov.au) Scored · binary: cash rate ≥4.35% (i.e. not cut) yes/no
RBA September 2026 cash rate · our locked no-cut side
≥ 4.35%
cash rate held or hiked (not cut) · P = 0.95

The RBA held the cash rate at 4.35% on 11 Aug 2026, having hiked 75bps this year to counter sticky inflation; swap pricing puts ~40% on a further hike this year and a cut is not in play. A hold-vs-hike coin-flip is un-lockable as a direction, so we lock the near-certain side both outcomes share — the rate does not fall below 4.35%. Source: RBA monetary policy decision, 29 Sep 2026 (rba.gov.au).

— 1 · The Locked Call

The RBA does not cut on 29 Sep 2026 — cash rate ≥4.35%, P = 0.95.

We lock a binary: the RBA does not cut the cash rate at its 29 September 2026 meeting — the cash rate stays at or above the current 4.35%. Confidence 95%. We explicitly do NOT predict the hold-vs-hike direction; only the near-certain no-cut side.

— 2 · Why this framing — the no-cut side, honestly

A hold-vs-hike coin-flip is un-lockable as a direction; the no-cut side is not.

With the RBA having tightened 75bps this year and Governor Bullock calling inflation too high, a cut is off the table, while a September hold vs hike is a genuine toss-up (~40% hike priced). Locking a sub-55% direction would violate our doctrine, so we lock the outcome both a hold and a hike share — the rate does not go below 4.35%. Confidence 95%, not higher, for the tail of an abrupt dovish pivot on a sharp growth shock. Resolves against the published RBA decision.

Locked on 2026-08-13 — scored against the RBA's 29 Sep 2026 decision.

RAOSCAFF locks P-138 on 2026-08-13, before the decision. Scored on whether the RBA cash rate stays at or above 4.35% (i.e. is not cut). The hold-vs-hike direction is not predicted.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
2026-09-29 — RBA monetary policy decision
Source
Reserve Bank of Australia (rba.gov.au) cash rate target
Scored by
Binary: YES if the cash rate is ≥4.35% (held or hiked); NO if cut

The no-cut side, locked honestly — the direction of a hold vs a hike is deliberately not predicted.