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

August 25, 2019 • 00:22:52

The Future Of Cash – A Questionnaire [Podcast]

We look at the future of cash in the light of the emergence of a global digital currency, and the paper released for discussion...

Episode

March 30, 2025 • 00:14:54

The Next Incoming Tax Grab: Taxing Unrealised Gains?

I have highlighted the indisputable fact that the share of Government funding taken from households, via higher taxes, and freezing the bands so fiscal...

Episode

December 18, 2025 • 00:51:55

Eight Megatrends For The Years Ahead!

Damien Klassen Head of Investments at Nucleus Wealth and Walk The World Funds and Martin North from DFA discuss eight critical megatrends, which are...