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Listen "Ep 52: Uncertain RBA overshadowed by US election"
Episode Synopsis
In Episode 52 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren dive into the US election’s potential outcomes, exploring its implications for bond markets, foreign policy, spending, and economic stability. The duo break down the gap between trimmed and headline inflation, shifting gold and oil prices, and discuss the geopolitical risks they expect will rise in the next 12-18 months.
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Ep 46: New regime, same outcome
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Ep 43: What’s driving higher bond yields?
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