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... 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... 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... 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... 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... 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... 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... 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... 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... Read more continue reading

Podcast 23: The reopening trade to determine economic growth in 2022

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One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is... Read more continue reading