Delayed reaction, liquidity contraction

Think Again

English - March 06, 2023 16:00 - 23 minutes - 16.4 MB - ★★★★★ - 3 ratings
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Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum and discusses whether it is a case of go with recent sentiment and join the “dash for trash” or, as is usually the case with tightening cycles, mind the lags?

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