Relative Return Insider: Inflation spikes, the Fed cuts and AI booms
In this episode of Relative Return Insider, host Keith Ford and AMP deputy chief economist Diana Mousina break down the spike in inflation numbers and what it means for the possibility of a rate cut as we move into the new year.
With September quarter inflation data showing trimmed mean rising by 1 per cent, considerably higher than the Reserve Bank of Australia's forecast, a near-term rate cut is unlikely, but that doesn’t mean the book should be closed on cuts.
They also explore:
- The US Federal Reserve making the decision to cut rates despite having limited data due to the government shutdown.
- Why the AI boom is based on solid foundations even as it shows signs of frothiness.
- The argument for a rate cut to back the labour market.
AUTHOR
Keith Ford
Recommended for you
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver unpack the RBA’s decision to keep the cash rate on hold in the face of rising inflation and whether the governor’s hawkish tone is a sign of things to come.
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the September quarter GDP figures, which show Australia’s economy regaining momentum.
In this new episode of The Manager Mix, host Laura Dew speaks to Haley Devine, head of wealth management at MaxCap Group, to delve into private credit and commercial real estate.
In this new episode of The Manager Mix, host Laura Dew speaks to Benjamin Leung, head of systematic investments at Macquarie Asset Management, to understand the use of systematic investments.
