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Hawks vs Doves

Author
Stanford Brown
Published
Wed 21 Jun 2023
Episode Link
https://stanfordbrown.libsyn.com/hawks-vs-doves

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

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