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LB
Lauren van Biljon
Allspring Global Investments (senior PM, rates and FX)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
calls the RBA cycle over; Australia among first to cut in 2027
“I think they're done. And I think that suffering economy suggests they could be one of the first to have to pivot to outright cuts in 2027”
NeutralFed
leaning · 2026-07-31
rejects the Fed-credibility-problem framing as too early
“I don't. I think that's too hard an assessment, too early at least”
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