The Rate Debate

By: Darren Langer
  • Summary

  • What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income millennial? The Rate Debate.

    Darren Langer and Jess Ren are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.

    Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters influencing markets.

    © 2024 The Rate Debate
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Episodes
  • Ep 52: Uncertain RBA overshadowed by US election
    Nov 6 2024

    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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    15 mins
  • Ep 51: The rest of the world is changing, so why aren't we?
    Sep 26 2024

    The big question remains: will Australia follow the Fed’s lead or stick to its current path?

    In Episode 51 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren unpack the Fed’s recent decision, explore the chances of rate cuts before Australia’s next federal election, and debate the importance and reliability of employment data for the RBA. They also take a closer look at inflation pressures, from petrol prices and energy rebates to rising service costs.

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    11 mins
  • Ep 50: Australia to be at the back end of a major regime change - but that's not a bad thing for investors
    Aug 7 2024

    This month, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren celebrate the 50th episode of The Rate Debate. With 50 insightful discussions on the RBA's decisions and their market impacts, from unexpected rate cuts to bold hikes, they've covered it all.

    To mark this milestone, they are joined by special guest Hans Lee from Livewire Markets. Together, they tackle the RBA's most recent monetary policy decision, unpack the recent chaos caused by the US jobs report and explore whether recession fears are throwing investors off course.

    But the big question remains: Is Australia on the tail end of a global macro regime change?

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    18 mins

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