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.

In this episode of the Relative Return Insider podcast, AMP chief economist Shane Oliver joins host Keith Ford to unpack the latest Australian CPI print, with inflation higher than expected and above the RBA's prior forecasts.

Despite a strong consensus among economists and money markets for a near-term rate hike, Oliver argues this meeting is a close call and there are certainly arguments that the RBA would be better off holding rates to gather more data.

Tune in to hear:

Why the RBA is constrained to using the blunt instrument of rates decisions.

The ongoing relationship between geopolitical risk and the surging price of both precious and industrial metals.

How US political volatility is impacting the Aussie dollar.

In this episode of Relative Return Insider, Keith Ford and AMP chief economist Shane Oliver unpack Donald Trump's latest Greenland saga, the TACO pattern of bold threats and inevitable backdowns, and what it all means for markets.

Oliver explains recurring tariff scares, attacks on institutions like the Fed, and broader geopolitical tensions are feeding a persistent "sell America" trade, supporting record gold prices, a weaker US dollar, and heightened demand for defensive assets.

Tune in to hear:

• How to avoid getting caught up in the cycle of trying to decipher Trump's announcements and stick to investing fundamentals.
• Why local political machinations are unlikely to impact markets in the short term.
• What you should know about Japan's bond yields.