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Inflation’s last mile and has the current U.S. equity rally been too fast?

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Manage episode 404887030 series 1456832
Indhold leveret af Stanford Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stanford Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.

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/

  continue reading

103 episoder

Artwork
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Manage episode 404887030 series 1456832
Indhold leveret af Stanford Brown. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Stanford Brown eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.

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/

  continue reading

103 episoder

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