SB Talks: Stubborn Inflation, Shutdown Poker and Economic Momentum

Podcast: SB Talks · Stanford Brown

Opublikowano: 2025-10-01

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, unpack the Reserve Bank's decision to hold rates at 3.6%, following three cuts earlier this year. They explore what's behind the RBA's cautious stance, rising services inflation, stronger consumer spending, and signs of renewed momentum in the housing market. The conversation shifts to the US government shutdown, where a deepening political standoff could stretch on for weeks, highlighting the economic toll drawing on past shutdowns, and the estimated $400 million daily hit to the US economy. They discuss how this, along with tariffs and other policy...