Stanford Brown Talks: Volatile equities, the Japanese carry trade, and the RBA rate cut off the agenda
SB Talks aims to help investors cut through all the media noise and hype and understand what drives investment markets and portfolio returns. In this episode of SB Talks, Stanford Brown CEO Vincent O’Neill speaks with Chief Investment Officer Nick Ryder to discuss the following:
What drove the volatile ride for global equity markets over the past week
The Sahm rule recession indicator flashes red
Unwind of the Japanese currency carry trade
The outlook for local interest rates following the RBA’s latest decision
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SB Talks: Volatile equities, the Japanese carry trade and RBA rate cuts off the agenda
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