Yarra announces appoints new Investment Manager, Fixed Income

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Yarra Capital Management (Yarra) has announced the appointment of Jessica Ren to the role of Investment Manager within the Firm’s fixed inome team. Jessica will join from Westpac, where she

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Podcast 33: Storm clouds continue to gather in global markets

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The RBA hiked rates for the seventh consecutive month as it seeks to stifle inflation. Global central banks continue aggressive monetary tightening despite early signs of moderating inflation and weaker

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Podcast 31: No sign of pause from the RBA as the risk of mortgage stress intensifies

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Australia’s central bank has now raised interest rates five months in a row. It’s the most aggressive tightening cycle since 1994. With more hikes expected, and house prices in Sydney

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Podcast 30: Can the RBA thread the needle?

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After hiking for the fourth consecutive month, the RBA’s tone has shifted to suggest a pause at the September meeting is possible, reflecting in part the troubling signals emanating from

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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

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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

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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

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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

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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

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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

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