Inflation drivers, central bank watch, reporting season and much more!

SB Talks

English - August 02, 2023 03:22 - 16 minutes - 22.3 MB - ★★★★★ - 1 rating
Investing Business News Business News advice brown finance stanford Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Immaculate Disinflation

Next Episode: Goldilocks versus the bears

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world.

This month we discuss:

Why the RBA’s latest rate pause might give hope that inflation is waning Services and rent being the biggest drivers of inflation The divergence between cashed-up and stressed home owners Why Europe’s inflation remains sticky Japan’s increased flexibility surrounding bond yield caps US earnings reporting season

We hope you enjoy!