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7 Jul 2022 - The Rate Debate: Leaders indicators warn of global recession

By: Yarra Capital Management

The Rate Debate - Episode 29

Leaders indicators warn of global recession

Yarra Capital Management

05 July 2022

Leaders indicators warn of global recession

Central banks state they are not seeing signs of a recession as they continue hiking rates to curb spiralling inflation. But with forward indicators flashing red across the board, low consumer confidence, declining forward sales, the US yield curve beginning to invert, and the continued drop in the global equities, markets are telling us they see slowing growth ahead.

Will the RBA pause in August, or will they continue to tighten at the fastest rate we have seen in 30 years and drive the country into a recession?

Darren Langer, Co-Head of Australian Fixed Income &
Chris Rands, Senior Portfolio Manager

Funds operated by this manager:

Yarra Australian Equities FundYarra Emerging Leaders FundYarra Enhanced Income FundYarra Income Plus Fund

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