Central Bank Inflation Poker Fragments

December 15, 2023 00:16:23
Central Bank Inflation Poker Fragments
Digital Finance Analytics (DFA) Blog
Central Bank Inflation Poker Fragments

Dec 15 2023 | 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

April 03, 2020 00:25:52
Episode Cover

The New Reality Emerges – The DFA Daily 3rd April 2020 [Podcast]

The latest edition of our finance and property news with a distinctively Australian flavour. Share this:EmailPrintTwitterFacebookLinkedInReddit

Listen

Episode

August 20, 2024 01:17:35
Episode Cover

DFA Live Q&A Replay: Deep Insights Into The Property Market With Spachus

This is an edited version of a live discussion with the founder of Spachus, the property data portal, a true independent in the Australian...

Listen

Episode

June 04, 2025 00:24:21
Episode Cover

Can The Property Market Python Swallow The Equity Elephant?

There is massive wealth tied up in Australian property, but there some important questions which follow from this, especially given the expectation of inter-generational...

Listen