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 ...
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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 51: The rest of the world is changing, so why aren't we?
The Rate Debate
11 minutes
1 year ago
Ep 51: The rest of the world is changing, so why aren't we?
The big question remains: will Australia follow the Fed’s lead or stick to its current path? In Episode 51 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren unpack the Fed’s recent decision, explore the chances of rate cuts before Australia’s next federal election, and debate the importance and reliability of employment data for the RBA. They also take a closer look at inflation pressures, from petrol prices and energy rebates to rising service costs.
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 ...
