In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the Reserve Bank's Cup Day decision and what it signals for future rate moves. They explore the latest inflation data and the RBA's updated forecasts, highlighting the delicate balance between a softening labour market and above-target inflation. Across the Pacific, the US Federal Reserve's stance is equally nuanced, with rate cuts, shutdowns, and inflation uncertainty clouding the outlook.

Nick shares insights on the US earnings season, the AI investment surge, and whether we are edging toward bubble territory. The conversation turns to private credit markets, where recent fraud cases raise red flags and prompt a closer look at lending standards.

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