In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.
They discuss:
- Hidden clues in the latest RBA meeting minutes about the path of interest rates
- What NAIRU is and what it means for the Australian economic outlook
- What investors think of the US Fed’s pause and ‘dot plot’ projections
- China’s underwhelming stimulus
- Emerging cracks in commercial property