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SB Talks: Rates, Revisions and Revolving Doors

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Manage episode 499549762 series 1456832
Content provided by Stanford Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stanford Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore what this means for the Fed, as a key resignation opens the door for a Trump-aligned appointee, and fuels speculation ahead of the September rate decision.

Closer to home, where softer inflation and signs of labour market weakness have markets fully pricing in a rate cut at tomorrow’s RBA meeting.

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

102 episodes

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iconShare
 
Manage episode 499549762 series 1456832
Content provided by Stanford Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stanford Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of SB Talks, CEO Vincent O’Neill and CIO Nick Ryder, unpack the latest US jobs shock, where a massive downward revision of 258,000 jobs has not only rattled markets, but also led President Trump to fire the head of the Bureau of Labor Statistics - raising fresh concerns about political interference in official data. They explore what this means for the Fed, as a key resignation opens the door for a Trump-aligned appointee, and fuels speculation ahead of the September rate decision.

Closer to home, where softer inflation and signs of labour market weakness have markets fully pricing in a rate cut at tomorrow’s RBA meeting.

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

102 episodes

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