The RBA’s each way bet, Magnificent 7 earnings and U.S. economic exceptionalism.

17m · SB Talks · 07 Feb 02:37

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to cast their eyes over global investment markets. This episode examines the recent RBA rate pause decision, discussing concerns about inflation and its implications for monetary policy. Shifting focus to the U.S., the pair examine the robustness of economic indicators such as non-farm payrolls and manufacturing and services PMIs. Nick provides insights into the ongoing U.S. earnings season, with a specific focus on the performance of the "Magnificent Seven" companies and their revenue growth compared to the broader S&P 500. The discussion then touches upon global market dynamics, including challenges faced by China's stock market and emerging opportunities in India, providing investors with valuable perspectives for navigating the global investment landscape.

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Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

The episode The RBA’s each way bet, Magnificent 7 earnings and U.S. economic exceptionalism. from the podcast SB Talks has a duration of 17:46. It was first published 07 Feb 02:37. The cover art and the content belong to their respective owners.

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