Australia is at the back end of a major regime change – but that’s not a bad thing for investors
To mark this milestone, they are joined by a special guest moderator - Livewire Markets Senior Editor Hans Lee.
![The team for the August edition of The Rate Debate, brought to you by Yarra Capital Management.](https://www.livewiremarkets.com/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBK25CQ3c9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--3bfc9c0f15af38cee4278a5cda495cf6195dbc4b/IMG_0588.jpg)
Together, they tackle the RBA's most recent monetary policy decision and how Governor Michele Bullock's shift in rate cut messaging is impacting the big picture.
We also unpack the recent chaos caused by the recent US jobs report and how it's affected markets. The team also unpacks whether recession fears and a hyper-fixation on the timing of the first rate cut in each economy might be throwing investors off course.
We will also ask whether it's appropriate for rates markets to completely dismiss the possibility of a rate hike this year.
Finally, we'll discuss whether Australia is at the back end of a major global macro regime change and why that may not be a bad thing for Australian fixed income investors, both for those who already hold bonds and those who don't already hold bonds.
![](https://assets.livewiremarkets.com/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBaUcrIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--c21152c3b770209f71c7e02f3f3883e80621032d/Yarra%20Horizontal%20Logo%20RGB.png)
2 topics
1 fund mentioned
2 contributors mentioned