TOL - 7th Apr, 2022
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 economy is as strong as central banks believe, and whether rates will indeed go up as aggressively as the market suggests.
Chris Rands
Yarra Capital Management
The RBA expects to see economic data that will drive them to hike interest rates earlier than expected. Markets have already jumped the gun and priced future hikes into bond prices.
Is the economy as strong as central banks believe, and will interest rates go up as aggressively as the market suggests?
Darren Langer and I discuss this and more in the latest episode of The Rate Debate.
Tune in next time
So, that's it for the month. If you ever want to suggest topics or discuss further anything with Darren or I, we can be contacted at theratedebate@yarracm.com.
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Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra Capital Management in April 2021). Chris has over 9 years of experience in the fixed income market. He is also co-host of the popular Australian podcast series The Rate Debate.
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Chris Rands
Co-Portfolio Manager, Fixed Income
Yarra Capital Management
Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra...
Expertise
Chris Rands
Co-Portfolio Manager, Fixed Income
Yarra Capital Management
Chris is responsible for portfolio management, including portfolio construction and trading for various Australian fixed income portfolios including the Nikko AM Australian Bond Fund at Yarra Capital Management (Nikko AM was acquired by Yarra...
Expertise
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