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Australia

Reserve Bank Raises Interest Rates for First Time Since 2023

Cash rate lifted to 3.85 per cent, adding approximately $100 to average monthly mortgage repayments

Nonepaper Staff3 min read📰 12 sources
The Reserve Bank of Australia has raised the official cash rate by 25 basis points to 3.85 per cent at its first meeting of 2026, marking the first rate increase since November 2023 and delivering unwelcome news to mortgage holders across the country.

The decision reverses expectations that had built through late 2025 that the RBA would begin cutting rates in early 2026. Instead, the central bank has signaled ongoing concerns about persistent inflation pressures in the economy.

For the average Australian mortgage holder, the rate rise translates to approximately $100 extra per month in repayments. A borrower with a $600,000 loan will see their monthly payments increase by around $100, while those with larger mortgages in Sydney and Melbourne face proportionally bigger hits to household budgets.

The decision comes amid rising cost-of-living pressures and will feed into the federal election campaign, with the Opposition likely to seize on the news as evidence of economic mismanagement. Treasurer Jim Chalmers faced immediate questions in Parliament following the announcement.

Analysis

Why This Matters

This rate hike affects millions of Australian households directly through increased mortgage costs. With household debt levels near record highs, even small rate increases have outsized impacts on disposable income and consumer spending.

Background

The RBA held rates steady through much of 2024-2025 after an aggressive tightening cycle that brought the cash rate from 0.1% to 4.35%. Markets had anticipated rate cuts would begin in early 2026 as inflation moderated.

Key Perspectives

Borrowers will feel immediate pain through higher repayments. Savers may benefit from slightly improved deposit rates. The housing market could face renewed pressure as borrowing capacity shrinks.

What to Watch

Future RBA meetings will be closely scrutinized for signals on whether this is a one-off adjustment or the start of further tightening. Inflation data and employment figures will drive the central bank's next moves.

Sources