In this week’s Relative Return Insider, host Olivia Grace Curran is joined by AMP Chief Economist Shane Oliver for a deep dive into the key forces shaping markets in Australia and globally.
The conversation unpacks the Reserve Bank of Australia’s latest decision to hold the cash rate at 4.35 per cent, and what rising inflation pressures, wage dynamics, and slowing growth signals could mean for the path ahead – including whether further rate hikes are still on the table.
The discussion then shifts to the United States, where a new Federal Reserve leadership approach signals a shift in communication strategy, reduced forward guidance, and a potentially more volatile outlook for markets as policy signals become less predictable.
Shane also explores the geopolitical ripple effects of developments in the Middle East, including the potential impact of easing tensions on oil prices, inflation, and household fuel costs in Australia.
Other key topics include Australia’s latest capital gains tax adjustments for small businesses and startups, the growing debate around innovation and investment incentives, and the global surge in blockbuster IPOs such as SpaceX – and what this means for capital flows and growth opportunities locally.
