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 0

October 09, 2022 00:39:25
Episode Cover

My Thoughts On The Property Market [Podcast]

This is my edit of a discussion I had today about the Property Market as part of an online event run by Greg Owen...

Listen

Episode 0

October 22, 2023 00:08:52
Episode Cover

The Slow Strangle That Higher Rates Causes...

While analysts still talk about the strength of the consumer, if you chose to look below the hood there are real issues emerging, thanks...

Listen

Episode 0

October 01, 2020 00:16:47
Episode Cover

Turning Passion Into Profit - With Allan Pease [Podcast]

I caught up with bestselling Australian author Allan Pease, ahead of an online seminar he is running on the 9th October - details at...

Listen