Speaking of ‘higher for longer’ interest rates. The latest episode of What’s Not Priced In focused heavily on the topic. For Greg Canavan, the consensus of ‘higher for longer’ may be disrupted by ‘lower and sooner’. Is inflation re-accelerating? Will rising oil prices push central banks to raise rates further? Is a recession still likely? […]
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Lower and sooner interest rates?
Speaking of ‘higher for longer’ interest rates. The latest episode of What’s Not Priced In focused heavily on the topic. For Greg Canavan, the consensus of ‘higher for longer’ may be disrupted by ‘lower and sooner’. Is inflation re-accelerating? Will rising oil prices push central banks to raise rates further? Is a recession still likely? […]
What’s Not Priced In #17: Interest Rates, Lower and Sooner?
Consensus is now firming that interest rates will stay ‘higher for longer’. But when consensus forms in markets, it’s time to listen to your inner contrarian. The mantra of ‘higher for longer’ may be superseded by ‘lower and sooner’. What’s not priced in? As household savings dissipate and consumer demand falls, central banks could end up cutting more than expected in 2024…
Philip Lowe: interest rates not the reason Australian house prices are so high
Philip Lowe admitted interest rates influence housing prices, but they are ‘not the reason that Australia has some of the highest cost of housing in the world’. ‘It is certainly the case that the structurally lower nominal interest rates that followed the return of low inflation in the early 1990s contributed to the increase in […]
Philip Lowe: interest rates not the reason Australian house prices are so high
Philip Lowe admitted interest rates influence housing prices, but they are ‘not the reason that Australia has some of the highest cost of housing in the world’. ‘It is certainly the case that the structurally lower nominal interest rates that followed the return of low inflation in the early 1990s contributed to the increase in […]
US financial conditions loosening despite highest interest rates in 22 years
Despite the highest Fed Funds rate in 22 years, financial conditions are back to levels not seen since the Fed started tightening in 2022. Will the Fed let this slide or keep a hawkish tone until it feels confident that the inflation genie is back in the bottle? pic.twitter.com/Wh2B0Dnn6s — Jurrien Timmer (@TimmerFidelity) August 2, […]