Apr 02 2024 17 mins 4
Welcome back to SB Talks! In today's episode, CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to delve into the latest economic developments shaping global markets. The pair explore the insights gleaned from the RBA's March meeting minutes, indicating a potential easing of wage pressures and a cautious optimism regarding inflation and labour market dynamics. They also analyse the changes to the RBA’s plans for a new system of monetary policy implementation. They also discuss recent Australian housing market dynamics and the resurgence in global manufacturing activity, evidenced by robust data from the U.S., Europe, and China. Nick shares insights on the implications for equity markets and the overall economic outlook amid these developments.
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