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

We discuss:

• The current inflation picture for Australia and the United States.

• How best to assess underlying inflation?

• Are the recent higher inflation prints reflective of a new upward trend?

• Implications for interest rates short term and medium term.

• What impact will recent budget announcements have on monetary policy settings?

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