SBS On the Money

Daniel Martin from Alvia Asset Management goes through today's Australian share market action including plans for Kogan.com CEO Ruslan Kogan to restructure his pay, which would see him receiving the minimum wage.

Housing affordability in Australia has fallen to its worst level on record, with new data showing homeowners in some capital cities are spending more than 60 per cent of their income on mortgage repayments. SBS Finance Editor Ricardo Gonçalves speaks with HIA Senior Economist Tom Devitt about what's driving the affordability crunch and whether easing home values could bring relief. Plus, with the Australian sharemarket closing lower despite an early lift from Wall Street and the Australian dollar hitting a four-month high, Jacqui Newman, Head of Capital Markets at Sharsies, breaks down the day's key market moves.

SBS Finance Editor Ricardo Gonçalves speaks with Tony Weber, of the Federal Chamber of Automotive Industries, about the latest trends shaping Australia’s car market. Then, as the Australian sharemarket snaps a three-day losing streak with gains led by the banking sector, David Lane from Focus Partners joins the podcast to unpack the day’s market action and what investors should watch next.

Australia’s economy grew 0.4 per cent in the June quarter, but Westpac senior economist Ryan Wells explains why weak productivity and inflationary labour costs could still bring another interest rate rise. Plus, Perpetual Head of Investment Strategy Matt Sherwood breaks down the Australian sharemarket’s 1 per cent fall as rising oil prices reignited global inflation concerns.

Australia’s property downturn is gathering pace just as the busy spring selling season begins. Cotality Head of Research Tim Lawless explains what falling prices mean for buyers and sellers, while VanEck’s Jamie Hannah unpacks the Australian sharemarket’s subdued session, rising oil prices and higher bond yields.

SBS Finance Editor Ricardo Gonçalves speaks with Piers Bolger from Infinity Asset Management about the day's market action including how investors reacted to Kevin Warsh's speech at Jackson Hole as he offers his earnings season report card.

Australia Post CEO Paul Graham says "we are in the fight of our lives" as it navigates structural change as letter volumes collapse and fierce parcel competition squeezes margins. SBS On the Money looks at what the transformation means for Australians, including the prospect of a $2 stamp, with Paul Graham, while Zoran Kresovic from Blueberry Markets explains why Nvidia’s results helped propel tech stocks and the Australian sharemarket higher.

Economists at three of Australia’s big four banks have changed their mind and reinstated thier forecasts of an RBA rate rise this year as stubborn inflation fuels expectations of higher borrowing costs. SBS Finance Editor Ricardo Gonçalves speaks with S&P Global Ratings Director of Structured Finance Erin Kitson about what another increase could mean for mortgage holders, while Robert Talevski from Activam breaks down a one per cent fall on the Australian sharemarket and the latest company earnings.

Global bond markets are in freefall - with yields surging to multi-year highs. For concerned share investors, here's a primer from Damien Boey, Portfolio Strategist at Wilson Asset Management. He discusses some of the driving forces, and what it all means for equities, with Rena Sarumpaet.

For the first time, copper profits outstripped its decades-long earnings bedrock of iron ore. Chief Financial Officer Vandita Pant joined Rena Sarumpaet, to discuss copper, plans for South Australia's Olympic Dam expansion, Chinese demand, union disputes in the Pilbara and decarbonisation. And Stephanie Youssef speaks to Raaz Bhuyan of WaveStone Capital, about the day in the markets.