Relative Return Insider: Weak GDP, rate cut expectations, and global tensions
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve Bank’s next move.
With quarterly growth slowing to just 0.2 per cent, Oliver also explores whether interest rates remain too high and why a rate cut may arrive sooner than expected, as well as whether the increasing minimum wage could have an impact on monetary policy.
Tune in to hear:
- How the RBA is balancing act amid weak investment and global uncertainty.
- Why Trump’s tariff threats, the TACO trade, and US debt could rattle markets.
- Whether too much data is clouding projections.
AUTHOR
Keith Ford
Recommended for you
The latest episode of Relative Return sees host Laura Dew chat with Richard Ivers and Mike Younger, co-portfolio managers at Prime Value Asset Management, on their newly launched Microcap Fund and opportunities in small and mid-cap shares.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford dive into the week's top news, from investors remaining blasé about tariff announcements to bitcoin surging and unemployment numbers.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a look at the Reserve Bank’s expectation-defying interest rate hold and whether the move is the start of a fundamental change in the central bank’s approach.
In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY26, from ASIC action to super fund results.
