In this episode, Rupert and Darcy dissect November's market dynamics—S&P500 surged, NZX rose, bonds gained, and the NZD rallied. Analysing the recent OCR announcement in New Zealand, Rupert and Darcy explore the thin line between hawkish jawboning and real moves, discussing implications of stagflation or recession. Examining the consistent soft-landing consensus, they question the reality of the US slowdown and its ties to US Auto workers' strikes. Join in for a deep dive into market intricacies and economic analyses.
Kōura Wealth is the issuer. View our PDS at kourawealth.co.nz.
