SB Talks: A Goldilocks Moment for Markets?

Podcast: SB Talks · Stanford Brown

Opublikowano: 2026-08-13

In this episode of SB Talks, Vincent O'Neill and Chief Investment Officer Nick Ryder explore whether the US economy is entering a "Goldilocks" phase, with moderating inflation, softer employment data and exceptionally strong corporate earnings easing pressure on the Federal Reserve. They discuss what the latest US and Australian inflation figures mean for interest rates, why markets have become more optimistic about the outlook for central banks, and the key risks that remain. Closer to home, they examine the RBA's latest decision, the early themes emerging from reporting season, and what weakening housing market activity and slowing mortgage demand...