Inflation drivers, central bank watch, reporting season and much more!
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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\\u2019s 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\\u2019s inflation remains sticky
- Japan\\u2019s increased flexibility surrounding bond yield caps
- US earnings reporting season
We hope you enjoy!
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