A deep dive into what's happening in bond markets

Roni Green from GF Asset Management says the RBA will lean towards a "reluctant hike" due to existing financial strain that may deter long-term growth. He asserts that the balance is tipped by challenges of inflation and robust retail sales figures, even when accounting for the potential risks in the first or second quarter of the coming year.

Roni notes that, despite Australia's slower economic growth relative to the robust U.S. economy, the pricing of the Australian market suggests higher long-term rates prompted by the RBA's possible tolerance towards inflation.

It is significant to heed to Roni's accentuation on the allure of long-dated bonds at present, hinting at their potential to generate considerable returns during a market rebound.

Find the full unedited transcript of this interview below: