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Innhold levert av Stanford Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stanford Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Inflation’s last mile and has the current U.S. equity rally been too fast?

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Manage episode 404887030 series 1456832
Innhold levert av Stanford Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stanford Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.

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

103 episoder

Artwork
iconDel
 
Manage episode 404887030 series 1456832
Innhold levert av Stanford Brown. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stanford Brown eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

This week Stanford Brown CEO Vincent O'Neill meets once again with CIO Nick Ryder to discuss the key takeaways from the Australian reporting season, focusing on dividends, cost control, property sector dynamics, and broader corporate sentiment. Nick provides insights into China's growth targets amidst economic challenges, including discussions on fiscal policies. The pair examine the strong performance of U.S. equities and recent inflation trends. Lastly, Apple reported a significant drop in sales in China, reflecting broader economic weakness. Join us for an insightful view of global markets.

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

103 episoder

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