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SB Talks

Insight and analysis on investment markets and issues affecting your whole financial world.
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Now displaying: July, 2023
Jul 26, 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

  • What the first week of US reporting season has revealed.
  • Are recession fears fading?
  • Trimmed mean inflation and what this could mean for the RBA’s next meeting?
  • Analysis of China’s recent politburo meeting.
Jul 10, 2023

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

 They discuss:

  • The RBA’s “hawkish skip” in July
  • Mortgage prisoners and the housing sector
  • Last week’s US employment and wages data
  • Bond market moves and peak cash rate pricing
  • Equity market decoupling and the magnificent seven US technology leaders 

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