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Goldilocks versus the bears

Goldilocks versus the bears

SB Talks · Stanford Brown

August 16, 202314m 20s

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Show Notes

This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss:

  • Rate clues in recent RBA minutes and testimony
  • China's rising youth unemployment problem
  • US consumer resilience and inflation's "last mile"
  • US corporate earnings reports
  • A reflection on our current asset allocation