Welcome to our latest episode of SB Talks, CEO Vincent O'Neill is joined once again by Chief Investment Officer, Nick Ryder to discuss:

• The Matildas effect on consumer spending
• An update from Chair Powell at the Jackson Hole Symposium
• US job openings and labour turnover survey results
• Is China’s growth story done?

Music provided by:

Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/
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This week on SB Talks, Stanford Brown CEO Vincent O'Neill speaks with CIO Nick Ryder to discuss:

• Rate clues in recent RBA minutes and testimony
• China’s rising youth unemployment problem
• US consumer resilience and inflation’s “last mile”
• US corporate earnings reports
• A reflection on our current asset allocation

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!