Pundits of Australia's economy expect the central bank will maintain its default rhetoric of “vigilance against inflation risks”. However, given the number of “ifs and buts” in its most recent statement, the RBA seems to be less certain of the next move.

In episode 49 of The Rate Debate, Co-Head of Fixed Income Darren Langer and Investment Manager Jessica Ren explore whether the RBA's gentler approach will continue to work, discuss the global interest rate-cutting party that is underway, debate if Australia should follow suit without considering its own circumstances, and what this means for fixed income investors.

The RBA is, and continues to remain an independent central bank, committed to openness, transparency, and accountability. Despite this, perceptions in the Australian market continue to challenge the credibility of its independence.

In episode 48 of the Rate Debate, Darren is joined by Investment Manager Jessica Ren to discuss the latest rate decision, share their opinions on why monetary policy shouldn't be run in isolation but hand in hand with fiscal and regulatory policy and unpack why the fight against inflation will be a slow and bumpy ride.

The RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral guidance.

In episode 47 of The Rate Debate, co-head of Fixed Income Darren Langer and Investment Manager Jessica Ren unpack the RBA's "shift in language" from a tightening bias to a neutral rate outlook, share their thoughts on the rebound of consumer confidence and evaluate the likelihood of a policy shift by global central banks this year.