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!
