After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
All content for The Rate Debate is the property of Darren Langer and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
Ep 41: Uncertainty abounds in the face of economic challenges
The Rate Debate
16 minutes
2 years ago
Ep 41: Uncertainty abounds in the face of economic challenges
Amidst ongoing economic uncertainties, the RBA has seen fit to keep rates on hold for a consecutive month and wait to see how the lagging effects of 12 rate hikes play out. While inflation is decelerating, uncertainty abounds over consumer spending, falling productivity and wage growth. Will the central bank's aim to deliver a soft landing make it harder to get inflation back to target, meaning that this pause is short-lived? Darren is joined by special guest Phil Strano, Senior Portfolio M...
The Rate Debate
After years of sharp analysis and spirited debates, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren sign off for the very last time in the final episode of The Rate Debate. From resilient labour markets and rising public spending to Fixed Income opportunities, Darren and Jess explore the key drivers that shaped 2024 and what lies ahead for 2025. They discuss inflation, central bank policies, and geopolitical tensions, highlighting potential shifts in corporate credit ...
