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Podcast: Buy Hold Sell, by Livewire Markets
Episode: Buy Hold Sell: 7 ASX names set to thrive amid lower rates
Description: The RBA meets next month, with the decision due on 20 May. Regardless of what happens with the election and despite this week's slightly hotter-than-expected inflation print, a rate cut is "locked in" according to Westpac. Many in the market agree.Â
And whilst some believe it is the last cut we could get for a while, the market is pricing in up to three more cuts for the rest of the year.Â
Should these cuts materialise, there is a cohort of capital-intensive and consumer-facing businesses that could benefit from lower debt costs and increased disposable income. Of...