How high and how fast can rates go?
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 email@example.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...