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

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!