They’re begging for a rate cut, again

Over the past 2 weeks of investor presentations, the overwhelming question I was asked was “do you think we’ll get a rate cut”?

It doesn’t matter whether that question was postured towards the American or the Australian market.

The sub title of my blog is “Trying to hear what’s not being said”.

https://robzdravevski.com/

Depending on the questioners predicament, what they are saying is either;

1) We need more interest rate relief because we haven’t reduced our debt over the past 4 years.

or

2) Stock market gains of 50% over the past 2 years are not what they seem because we bought stocks at the high end of the pendulum and need a little pop so we can break-even.

And so I ask myself, why are people needing an interest rate cut?

The cost of money is not expensive.

May 16, 2025

rob@karriasset.com.au