In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down the Reserve Bank’s recent decision to cut interest rates to their lowest level since early 2023, and how it highlights a notable pivot in the central bank’s stance.

Oliver also explores the ripple effects of unpredictable US tariff policies, bond market volatility, and the evolving role of cryptocurrencies like bitcoin amid fiscal uncertainty, as well as the different scenarios facing the Australian and global economies.

Tune in to hear:

• Why the RBA’s dovish pivot signals a deeper concern for growth over inflation.
• How US trade policy unpredictability could drag on Australia’s outlook.
• Why unemployment risks are now central to RBA’s monetary strategy.
• Whether there is value in viewing bitcoin as a hedge amid concerns over US debt sustainability.