Central Bank Inflation Poker Fragments

Digital Finance Analytics (DFA) Blog

Dec 15 2023 | 00:16:23

00:00 / 00:16:23

Show Notes

While markets seem to be thinking about coordinated rate cuts next year, the truth is, economies are in very different positions, with New Zealand already looking stagflationary, and the ECB and the Bank of England not sharing the rate cut love exhibited by the FED. Norge Bank lifted this past week, and the RBA is still not close to a cut. So we think the inflation poker game is fragmenting. The results will still be higher rates for many, for longer than the markets are signalling. http://www.martinnorth.com/ Go to the Walk The World Universe at https://walktheworld.com.au/

Other Episodes

Episode

March 29, 2026 • 00:11:16

Will Australian Property Take A Bath?

Frankly, trying to forecast where the Australian economy might go when the situation in Iran changes every hour is not easy. But it does...

Episode 0

May 25, 2020 • 00:29:33

Super Isn’t What It Was - The DFA Daily 25 May 2020 [Podcast]

The latest edition of our finance and property news digest with a distinctively Australian flavour. Find more at https://digitalfinanceanalytics.com/blog/ where you can subscribe to...

Episode 0

March 01, 2019 • 00:20:59

Capital Gains? – Ready, Steady, Stop! (Podcast)

I discuss the latest from New Zealand with property expert Joe Wilkes, and we look at changes to capital gains, negative gearing and other...