26.10.26 John Lockton Sandstone Insights

Podcast: ausbiz a.m · ausbiz

Opublikowano: 2026-10-25

John Lockton from Sandstone Insights discusses the current state of the ASX and global markets, focusing on the impact of central bank actions, geopolitical tensions, and earnings outlooks. John also weighs in on the upcoming bank reporting season in Australia. Chapters 00:00 Market Overview and Influences01:12 Central Bank Actions and Economic Data03:43 Geopolitical Tensions and Market Sentiment05:50 US Midterms and Investor Outlook08:10 ASX Performance and Earnings Expectations