20 Jul 2023 - The Rate Debate - Ep 40: The winners and losers
By: Yarra Capital Management
The Rate Debate - Ep 40: The winners and losers
Yarra Capital Management
July 2023
The RBA has paused on hiking rates (for now) creating some big winners and losers.
This month Darren is joined by special guest Roy Keenan, Co-Head of Fixed Income, to identify the potential warning signs for lenders, discuss whether Australia's banks will remain "unquestionably strong", and examine which companies in the consumer sector will stand to win or lose.