the rate debate

11 rate hikes in 12 months from the Reserve Bank have put serious pressure on households. But none of them shocked the markets - until now.

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

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...

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...

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...

Rates will go up, but the speed and extent of the hikes remains an open question. In this podcast, Chris Rands from Yarra Capital Management discusses whether the...

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...

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...

After days of speculation that saw the RBA hold Australian bond investors to the flame, only to come out with a far less “hawkish” hint rates would likely not rise...

The RBA’s announcement yesterday had me asking one question: Am I meant to buy, or am I meant to sell?As I discussed with my colleague Darren Langer, co-head of...

The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen...

The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted...

If anyone questioned the power of low interest rates to drive house prices in Australia, they only need look back at 2020. Despite COVID-19, the recession, high...

If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in to hear...

Despite some industry heavyweights predicting a rate cut, the RBA kept rates on hold for October. What three reasons do Darren Langer and I give that could explain the...

Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve...

Despite the RBA’s recent monetary and fiscal intervention, a recession still seems to be on the cards. Why is the RBA so unwilling to follow along with more...

With an expected 10% contraction in GDP, rising unemployment, and inflation at the lowest level we’ve seen in decades, how has COVID-19 impacted credit markets and...

On 3 March 2020, the RBA cut rates by 25 basis points to 0.50% in response to the coronavirus. But have they cut too early? And what happens if markets are hit with...