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Why This Giant Investor Thinks the RBA’s Next Move is a Rate Cut | The Bloomberg Australia Podcast, Sonic AI
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Why This Giant Investor Thinks the RBA’s Next Move is a Rate Cut | The Bloomberg Australia Podcast
The Bloomberg Australia Podcast
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Jun 18, 2026
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14:34
Interview
Why This Giant Investor Thinks the RBA’s Next Move is a Rate Cut | The Bloomberg Australia Podcast
From
The Bloomberg Australia Podcast
Adam Bowe
(Head of Australia Portfolio Management, PIMCO, guest)
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Executive Summary
The Reserve Bank of Australia (RBA) has paused its interest rate hikes at 4.35%, with PIMCO believing the tightening cycle is now complete.
PIMCO's view is that the RBA is now "alert but no longer alarmed" about inflation, as the domestic economy shows signs of slowing in response to higher rates.
PIMCO identifies a significant investment opportunity in high-quality Australian bonds, arguing the market has mispriced the long-term path of interest rates and that Australia's fiscal position is strong relative to peers like the US.
While the next rate move is expected to be a cut, PIMCO forecasts this will not occur until the second half of 2027, with the primary near-term risks to this outlook being external geopolitical shocks.
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