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

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07 Jul 2022

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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

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09 Jun 2022

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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

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06 May 2022

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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

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07 Apr 2022

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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.

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04 Mar 2022

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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

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23 Feb 2022

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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 forecast, or will the threat of inflation and a rise in interest rates scare them off? Darren and Chris discuss their views in the last

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09 Dec 2021

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Podcast 22: Bond market loses confidence in the RBA’s forward guidance

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While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential introduction of macroprudential measures. With APRA set to tighten lending standards, will we see heat come out of the red-hot domestic housing market? Darren Langer

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05 Nov 2021

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Podcast 21: Is the heat coming off the housing market?

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While the RBA maintained its view of holding rates until at least 2024, Australia’s central bank has now acknowledged the need to curtail the housing boom and signalled the potential introduction of macroprudential measures. With APRA set to tighten lending standards, will we see heat come out of the red-hot domestic housing market? Darren Langer

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08 Oct 2021

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Podcast 20: Is the RBA banking on a rebound?

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The RBA expects a material slowdown in economic growth in September, but is forecasting a bounce-back in December that will stretch into the first half of 2022. Given market uncertainties, is the RBA’s confidence justified and could it mean higher interest rates are coming? Tune in to hear Darren Langer and Chris Rands debate their

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10 Sep 2021

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