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

From

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

continue reading

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

From

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

continue reading

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

From

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.

continue reading

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

From

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

continue reading

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

From

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

continue reading

Yarra Capital management announces investment team hires and promotions

From

Yarra Capital Management (Yarra), one of Australia’s largest independent active fund managers, has announced two new hires and two promotions within its investment teams. Rhys Corry will join Yarra as an Investment Manager in the Fixed Income team, and Joshua Ginges will join as an Analyst in the Yarra Australian Equities team. Rhys has over

continue reading

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

From

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

continue reading

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

From

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

continue reading

Podcast 19: RBA sees Delta impact as a temporary phenomenon

From

The RBA continues to be optimistic despite the current state lockdowns, forecasting the economy to bounce back quickly once the virus is contained. Is the RBA taking a gamble on their positive outlook given the uncertainties in the market right now? Tune in to hear Darren Langer and Chris Rands debate their views in episode

continue reading

Podcast 18: The market versus the RBA – is a hike before 2024 likely?

From

The RBA is sticking with their timing of 2024 before they look at an increase in interest rates. The market believes that inflation will be back sooner than the RBA is forecasting. What’s driving the differing opinions and who’s right? Tune in to hear Darren Langer and Chris Rands discuss their views in episode 18

continue reading