What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate.
Darren Langer and Chris Rands are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye.
Tune-in each month to hear their take on the RBA’s interest rate decision and other macro matters that are influencing markets.
Episode 23: Tuesday 7th December 2021
The reopening trade to determine economic growth in 2022
One of the key factors that will make or break the case for the RBA tightening in 2022 will be the reopening trade. Will consumers start spending heavily as is forecast, or will the threat of inflation and a rise in interest rates scare them off?
Darren Langer and Chris Rands discuss their views in episode 23 of The Rate Debate.