SB Talks

Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss:

• The Matildas effect on consumer spending
• An update from Chair Powell at the Jackson Hole Symposium
• US job openings and labour turnover survey results
• Is China's growth story done?

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/

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

Welcome to SB Talks! As always I am joined by our Chief Investment Officer Nick Ryder as we discuss the issues affecting your whole wealth world.

This month we discuss:

• Why the RBA's latest rate pause might give hope that inflation is waning
• Services and rent being the biggest drivers of inflation
• The divergence between cashed-up and stressed home owners
• Why Europe's inflation remains sticky
• Japan's increased flexibility surrounding bond yield caps
• US earnings reporting season

We hope you enjoy!

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

• What the first week of US reporting season has revealed.
• Are recession fears fading?
• Trimmed mean inflation and what this could mean for the RBA's next meeting?
• Analysis of China's recent politburo meeting.

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

• The RBA's "hawkish skip" in July
• Mortgage prisoners and the housing sector
• Last week's US employment and wages data
• Bond market moves and peak cash rate pricing
• Equity market decoupling and the magnificent seven US technology leaders

www.stanfordbrown.com.au

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

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer Nick Ryder.

They discuss:

• Reasons for this month's RBA rate increase
• The impact of the Fair Work Commission's minimum and award wage decision on the inflation outlook
• Why it is still too early to increase fixed interest allocations
• US chipmaker, Nvidia, and its exposure to the artificial intelligence revolution
• Why Japanese shares have performed strongly in 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder to discuss:

• The US debt ceiling and financial plumbing risks
• The Australian labour market and potential for additional rate hikes
• Whether bonds are back
• How active management and alternative investments may fare better if equity markets track sideways over coming years

In this episode, our CEO Vincent O'Neill is again speaking with Stanford Brown Investment Committee member, and former RBA Governor Ian Macfarlane AC.

We discuss:

• Inflation higher for longer
• Elevated interest rates medium term
• The implications for the real economy home and abroad
• How will Australian banks fare?
• Ian's views on the government review into the RBA

In the first May edition of SB Talks, Stanford Brown CEO Vincent O'Neill speaks with Chief Investment Officer Nick Ryder to discuss:

• Recent interest rate rises in Australia and the United States
• Risks to the interest rate outlook from strong labour markets
• What to expect in the upcoming Federal Budget
• Recent asset allocation changes
• Risks related to the debt ceiling negotiations in the United States

If you'd like to read Nick's quarterly report click here