Interest rates: the next market rally depends on this - The Australian Financial Review

If the Fed does not need to take its cash rate into restrictive territory care of more benign inflation pressures, risk assets could rally.

The first is that both non-bank and bank funding costs have increased materially, and lenders may pass on these charges to customers via higher borrowing rates. This could do some of the heavy-liftin… [+4128 chars]

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