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 ...
Ep34: 2023 predictions on the economy, inflation, and the fixed-rate mortgage cliff
The Rate Debate
19 minutes
2 years ago
Ep34: 2023 predictions on the economy, inflation, and the fixed-rate mortgage cliff
The RBA delivered an eighth-straight rate hike to hit a 10-year high to round out a tumultuous 2022. In the final episode of The Rate Debate for the year, Darren and Chris discuss their thoughts on further tightening next year, whether a global recession could solve the inflation problem and the impact of the fixed-rate mortgage cliff on Australian homeowners and the domestic economy.
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 ...
