There has been a reasonable amount of divergence between what central banks have been saying and what markets have been pricing in for some months now. But it seems even more extreme now. Central banks are talking about higher rates for longer to make sure that inflation has been crushed. Interest rates markets are forecasting a pivot to rate cuts later in 2023.
They can’t both be right and this week we look at the arguments.
In this episode Nucleus Wealth’s Chief Investment Officer, Damien Klassen, Chief Strategist, David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr, weigh in on this matter.
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Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.