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Hawks vs Doves

Hawks vs Doves

SB Talks · Stanford Brown

June 21, 202314m 44s

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Show Notes

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