SB Talks: Dire Straits, Cashing in Chips and Slave Labour Tariffs

Podcast: SB Talks · Stanford Brown

Opublikowano: 2026-07-28

In this episode of SB Talks, Vincent O'Neill and Nick Ryder discuss the impact of renewed Middle East tensions on oil prices and interest rate expectations, the return of US tariffs under new legal frameworks, and growing investor concerns around AI spending as Nvidia and other technology giants face scrutiny over capital expenditure and free cash flow. They also explore what to watch this reporting season, expectations for the US Federal Reserve and the RBA, and the key economic data likely to influence markets in the weeks ahead. Music provided by: Autumn Trumpet Background Corporate b...