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Show Notes
This week Stanford Brown CEO Vincent O'Neill meets again with CIO Nick Ryder to discuss:
- Australian GDP data showing we are in a per capita recession.
- RBA Governor Lowe's closing remarks highlighting the importance of productivity growth.
- Hints that the Bank of Japan may be about to abandon its Negative Interest Rate Policy (NIRP).
- US non-farm payrolls data indicating a more balanced labour market.
- Risks of a second wave of inflation driven by rising oil prices, a strong services sector, and increased real spending power as wages rise.
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