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 49: A statement of ifs and buts
Pundits of Australia's economy expect the central bank will maintain its default rhetoric of “vigilance against inflation risks”. However, given the number of “ifs and buts” in its most recent statement, the RBA seems to be less certain of the next move.
In episode 49 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren explore whether the RBA's gentler approach will continue to work, discuss the global interest rate-cutting party that is underway, debate if Australia should follow suit without considering its own circumstances, and what this means for fixed income investors.