Go offline with the Player FM app!
The RBA’s each way bet, Magnificent 7 earnings and U.S. economic exceptionalism.
Manage episode 399657755 series 1456832
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.
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/
Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
97 episodes
Manage episode 399657755 series 1456832
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.
Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/
Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/
97 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.