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SB Talks: Volatile equities, the Japanese carry trade and RBA rate cuts off the agenda

Author
Stanford Brown
Published
Mon 12 Aug 2024
Episode Link
https://stanfordbrown.libsyn.com/sb-talks-volatile-equities-the-japanese-carry-trade-and-rba-rate-cuts-off-the-agenda

In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss:

 

  • What drove the volatile ride for global equity markets over the past week

  • The Sahm rule recession indicator flashes red

  • Unwind of the Japanese currency carry trade

  • The outlook for local interest rates following the RBA’s latest decision

 

Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

 

 

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