The Rate Debate
What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income millennial? The Rate Debate.
Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.
Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.
The Rate Debate
Ep 47: RBA loosens its grip: the end of a tightening era?
The RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral guidance.
In episode 47 of The Rate Debate, co-head of Fixed Income Darren Langer and Investment Manager Jessica Ren unpack the RBA's "shift in language" from a tightening bias to a neutral rate outlook, share their thoughts on the rebound of consumer confidence and evaluate the likelihood of a policy shift by global central banks this year.