SB Talks: Rates, Revisions and Revolving Doors

In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore what this means for the Fed, as a key resignation opens the door for a Trump-aligned appointee, and fuels speculation ahead of the September rate decision.

Closer to home, where softer inflation and signs of labour market weakness have markets fully pricing in a rate cut at tomorrow’s RBA meeting.

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