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

April 24, 2025 00:12:57
Episode Cover

Dumb Planning And The Rise In Insurance Costs: Costs Us All…

Despite the slow fall in inflation, Australian households are paying through the nose for their insurance. Indeed, rising insurance premiums have been a notable...

Listen

Episode 0

September 04, 2023 01:04:00
Episode Cover

Its Edwin's Monday Evening Property Rant!

My latest chat with our property insider Edwin Almeida, as we look at the latest in the rental crisis, more demand from certain groups...

Listen

Episode

May 23, 2025 00:09:29
Episode Cover

Reality Versus The Statisticians: Yes You Do Have An Real Income Recession!

The strong message I continue to get from my household surveys is that many households feel trapped in the jaws of ever higher prices,...

Listen