24.09.26 Angus Geddes, Fat Prophets

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-09-23

Angus Geddes from Fat Prophets gives his take on the impact of global events on the financial markets, including changes in sentiment, US bond yields, stock market resilience, geopolitical developments, interest rate-sensitive sectors, and real estate prospects. The conversation also covers the outlook for earnings and the RBA's stance on rate hikes. Chapters 00:00 Change in Sentiment and Middle East Impact02:17 US Bond Yields and Market Volatility04:25 Global Economic Developments05:22 Stock Market Resilience and Earnings Outlook07:47 Geopolitical Developments and Trade Truce08:17 Interest Rate-Sensitive Sectors and RBA Outlook11:00 Real Estate and Market Prospects