Market Insights & Knowledge Centre

RBA February 2026: The Hike We Needed to See Coming

By Cameron Tyers • February 3, 2026

In a move that caught much of the mainstream media off-guard, the Reserve Bank of Australia has officially lifted the cash rate to 3.85%. While the focus over the last few months was on a potential "hold" cycle, the RBA Board has prioritised the stubborn persistence of inflation.

But for the savvy investor, this isn't a signal to panic. It's a signal to re-calibrate.

The "Way" Perspective: Supply vs. Serviceability

Interest rates are the RBA's blunt tool to control demand. However, they cannot build houses. We are still seeing record-low inventory across the country. This shortage is creating a "price floor"—meaning that while borrowing becomes more expensive, the sheer lack of homes available is keeping property values high.

Interactive: Calculate Your "Hike Impact"

See how today's 0.25% increase affects your monthly cash flow. Enter your current loan balance below:

Repayment Increase Calculator

Remaining Loan Amount ($)
$
Estimated Monthly Increase: $98.00

*Calculation based on a standard 30-year principal and interest variable rate.

What is the strategy for 2026?

Waiting for rates to drop is a "hope-based" strategy. Professional investors use a "data-based" strategy. To maintain your portfolio's growth in 3.85% environment, you must focus on:

  • Yield Optimisation: Now more than ever, the rental income must do the heavy lifting.
  • Borderless Selection: Stop looking in your backyard. Look for the markets where the supply crisis is most severe.
  • Buffer Building: Ensure you are stress-testing your ability to hold assets at a 5% environment, not just today's 3.85%.

The market doesn't stop because of a 25-basis point hike—it just separates the speculators from the strategic investors.

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