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 50: Australia to be at the back end of a major regime change - but that's not a bad thing for investors
This month, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren celebrate the 50th episode of The Rate Debate. With 50 insightful discussions on the RBA's decisions and their market impacts, from unexpected rate cuts to bold hikes, they've covered it all.
To mark this milestone, they are joined by special guest Hans Lee from Livewire Markets. Together, they tackle the RBA's most recent monetary policy decision, unpack the recent chaos caused by the US jobs report and explore whether recession fears are throwing investors off course.
But the big question remains: Is Australia on the tail end of a global macro regime change?