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The Rate Debate

Darren Langer

What do you get when you throw a 36-year-fixed-income veteran into the room with a 26-year-old fixed-income zillennial? 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.

Episodes
Ep 47: RBA loosens its grip: the end of a tightening era?March 20, 2024
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Ep 46: New regime, same outcomeFebruary 07, 2024
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Ep 45: Is Australia set for a soft or hard landing in 2024?December 06, 2023
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Ep44: Is “funflation” fuelling rising interest rates?November 08, 2023
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Ep 43: What’s driving higher bond yields?October 04, 2023
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Ep 42: Inflation has peakedSeptember 06, 2023
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Ep 41: Uncertainty abounds in the face of economic challengesAugust 01, 2023
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Ep 40: The winners and losers July 05, 2023
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Ep 39: Monetary policy changing the goalpostsJune 07, 2023
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Ep 38: Mixed signals from RBA creating market confusionMay 03, 2023
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Ep 37: Did the RBA fuel the fire or douse the flames? April 05, 2023
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Ep 36: How many times can the RBA say "just one more time"?March 08, 2023
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Ep 35: Is the RBA setting monetary policy in the rear-view mirror? February 08, 2023
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Ep34: 2023 predictions on the economy, inflation, and the fixed-rate mortgage cliff December 07, 2022
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Ep33: Storm clouds continue to gather in global markets November 02, 2022
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Ep32: Are central banks at risk of blowing up markets? October 04, 2022
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Ep31: No sign of a pause from the RBA as the risk of mortgage stress intensifies September 07, 2022
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Ep 30: Can the RBA thread the needle?August 03, 2022
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Ep29: Leading indicators warn of global recessionJuly 06, 2022
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Ep28: Has the RBA hit panic mode?June 08, 2022
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Ep27: Is the RBA risking a recession to solve inflation? May 04, 2022
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Ep26: How high and how fast can rates go?April 06, 2022
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Ep25: RBA flags global uncertainty, remains patient on rate hikesMarch 02, 2022
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Ep24: RBA ends QE and pushes back on rate hikeFebruary 02, 2022
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Ep23: The reopening trade to determine economic growth in 2022December 08, 2021
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