Podcast 29: Leaders indicators warn of global recession

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Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation. But with forward indicators flashing red across the board, low consumer confidence, declining forward sales, the US yield curve beginning to invert, and the continued drop in the global equities, markets are telling us they... Read more continue reading

Podcast 28: Has the RBA hit panic mode?

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With rates on the rise, higher inflation and wages below expectation, has Australia’s central bank panicked by hiking rates by 50bps, the largest monthly move in over 20 years? The RBA’s charter is to ensure the economic prosperity and welfare of the Australian people, which increasingly appears to be being overlooked in favour of an... Read more continue reading

The Fed and the ECB: A tale of two central banks

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I have described the task facing the Fed and ECB is akin to a circus high wire act: charting a path between getting inflation back toward target without tipping the economy into recession. The Fed, however, is doing so with a balancing pole and with eyes wide open.  The ECB on the other hand is attempting... Read more continue reading

Inflation remains a key concern for investors

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Inflation and whether it is heading out of control or will subside is the main issue for investors today according to Martin Currie Australia, part of Franklin Templeton Group. Reece Birtles, Chief Investment Officer, Martin Currie Australia says: “As a team we have looked at the impact of the change in government on Australian stocks... Read more continue reading

Podcast 27: Is the RBA risking a recession to solve inflation?

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The RBA hikes rates by 25bps, with more set to come in 2022 as Australia’s central bank attempts to keep a grip on inflation. With oil and commodity prices set to continue to be at elevated levels due to Russia’s war with Ukraine, could a series of rapid rate hikes push the Australian economy into... Read more continue reading

Podcast 26: How high and how fast can rates go?

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The RBA expects to see economic data that will drive them to hike interest rates earlier than expected. Markets have already jumped the gun and priced future hikes into bond prices. Is the economy as strong as central banks believe, and will interest rates go up as aggressively as the market suggests? Darren and Chris... Read more continue reading

Supply chain disruption and high volatility continues to impact markets

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Aside from its tragic human cost, Russia’s invasion of Ukraine has a global economic consequence not only through sanctions but also through commodity prices and supply chains which will need to be addressed in several areas, such as the automotive industry, green energy solutions and electrification, notes Martin Currie, an active equities investment manager, part... Read more continue reading

Australian Federal budget 2022: A preview

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Overview The Australian Treasurer will release the Federal Budget on Tuesday March 29. The timing has been brought forward from the traditional second Tuesday in May to accommodate the Federal election – which is due by May. Here we set out our expectations for the numbers the Government will present in the annual Budget. These... Read more continue reading

Podcast 25: RBA ends QE and pushes back on rate hike

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The RBA continued to keep rates on hold this month even though Inflation picked up more quickly than they expected. The length of time it took to resolve supply chain problems, which have been pushing up prices continues to be a source of uncertainty regarding the inflation outlook, as are developments in global energy markets.... Read more continue reading

Podcast 24: RBA ends QE and pushes back on rate hike

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The RBA announced an end of QE and kept interest rates on hold as they wait to see stronger wage growth. If inflation continues to rise faster than forecast, and the RBA hikes earlier than expected, what could the knock-on effect be on markets? Darren Langer and Chris Rands discuss their views in episode 24... Read more continue reading