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Market Wraps
the rate debate
Latest news and analysis on the rate debate
Macro
August 08, 2024 12:00
The RBA says interest rate cuts are off the table for 2024. These investors
disagree
The statement appeared to be non-committal at first but RBA Governor Michele Bullock turned up the hawkish heat during the media conference.
Hans Lee
Livewire Markets
August 08, 2024 12:00
Macro
May 03, 2023 13:14
Mixed signals from RBA creating market
confusion
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.
Chris Rands
Yarra Capital Management
May 03, 2023 13:14
Macro
April 05, 2023 12:30
Did the RBA fuel the fire or douse the
flames?
Chris Rands
Yarra Capital Management
April 05, 2023 12:30
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Fixed Income
November 02, 2022 13:29
Storm clouds continue to gather in global
markets
The RBA hiked rates for the seventh consecutive month as it seeks to stifle inflation. Global central banks continue aggressive monetary tightening despite early...
Chris Rands
Yarra Capital Management
November 02, 2022 13:29
Fixed Income
September 07, 2022 12:35
No sign of a pause as mortgage stress
intensifies
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...
Chris Rands
Yarra Capital Management
September 07, 2022 12:35
Macro
August 03, 2022 12:48
Can the RBA thread the
needle?
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...
Chris Rands
Yarra Capital Management
August 03, 2022 12:48
Fixed Income
July 06, 2022 12:25
Leading indicators warn of global
recession
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...
Chris Rands
Yarra Capital Management
July 06, 2022 12:25
Fixed Income
April 06, 2022 13:04
How high and how fast can rates
go?
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...
Chris Rands
Yarra Capital Management
April 06, 2022 13:04
Fixed Income
March 02, 2022 14:14
RBA remains patient on rate
hikes
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...
Chris Rands
Yarra Capital Management
March 02, 2022 14:14
Macro
December 08, 2021 14:03
The reopening trade to determine economic growth in
2022
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...
Chris Rands
Yarra Capital Management
December 08, 2021 14:03
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