Oliver Hartwich

speaker

270 appearances 5 recordings 1 series first heard Jun 2026 last heard 16 Aug

Oliver Hartwich’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Aug 2026 with 2.

Appearances

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The Mike Hosking Breakfast · Full Show Podcast: 08 July 2026 · 7 Jul 2026 podcast

Any accusation of non-consensual behaviour is categorically false.

I mean, we're reasonably confident that rates will go up.

But I guess in some ways people are asking or talking about the wrong thing here.

And that's, you know, whether or not we go today.

I mean, the more important question here, I think everyone needs to get their heads around, is that even the most dovish forecaster still thinks that rates are going to go up across the rest of this year.

And that's what people have got to get their heads around.

Very true.

I mean, there's a fragility about everything about the economy at the moment.

People do fear rate increases.

But I stress that three rate increases are already priced into the market.

So when you're thinking about your mortgage rates and your cost of borrowing generally,

Unless you're on a floating rate, you're not likely to see a substantial move in those rates, given that it's already priced in.

There might be 10 basis points at the margin, but we're not talking huge moves.

Yeah, quite conceivably.

To be fair, they went into the last meeting in the midst of an oil shock and trying to work out what the hell that meant.

and now they're going into a meeting where it looks like it's all done and dusted, but nobody's certain.

So it's a really difficult position to be in.

I wouldn't be surprised if it's split, but I think there's less likelihood.

Yeah...

I'm not sure that any of us really knew what was going to happen other than it's going to dampen growth.

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