In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even as Q3 growth and capacity constraints keep pressure on.
Nick unpacks a record capex jump, plant and equipment lead the charge, data centre hardware up 92% QoQ fueling productivity but driving imports. Markets cool after a risk-on run, crypto retreats, and competition heats up in banking. The duo also weigh the Fed chair race and a divided FOMC, before hinting at Stanford Brown's 2026 outlook: cautiously optimistic, focused on inflation, productivity, and the evolving AI story.
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