23.09.26 David Walsh, Sarto Advisory

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-09-22

David Walsh from Sarto Advisory speaks with ausbiz's Nadine Blayney about a range of topics including market updates, equities, US-China trade talks, bond yields, corporate results, and retail sector analysis. The conversation also delves into the impact of AI development, interest rate hikes, and the significance of copper prices in the market. Chapters 00:00 Market Updates and Equities Performance01:35 US-China Trade Talks and AI Development03:18 Bond Yields and Interest Rate Hikes07:12 Corporate Results and Retail Sector Analysis12:24 Significance of Copper Prices in the Market