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The Magnificent Seven Ride Again

Author
Stanford Brown
Published
Mon 10 Jul 2023
Episode Link
https://stanfordbrown.libsyn.com/the-magnificent-seven-ride-again

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

 They discuss:

  • The RBA’s “hawkish skip” in July
  • Mortgage prisoners and the housing sector
  • Last week’s US employment and wages data
  • Bond market moves and peak cash rate pricing
  • Equity market decoupling and the magnificent seven US technology leaders 

www.stanfordbrown.com.au

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