Relative Return Insider: RBA's hawkish turn, housing headwinds, and tech turbulence
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Relative Return Insider: RBA's hawkish turn, housing headwinds, and tech turbulence
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About this listen
In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the RBA's decision to increase rates and what it signals for inflation, growth, and housing.
Oliver delves into how elevated aggregate demandis colliding with capacity constraints and weak productivity, leaving Australia more inflation‑prone even at modest growth rates, as well as the impact that the RBA's decision will have on the housing market.
Tune in to hear:
- Why the time is ripe for a tax reform to go further than the mooted changes to the CGT discount.
- Whether tech shares are overvalued as even strong results are met with price dips.
- How a new Federal Reserve chair could impact US monetary policy.
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