For the last few months, we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm.
That has started to change, and in the hard data we are seeing sweeping signs of a slowdown.
In this week’s podcast Nucleus Wealth Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Chief Operating Officer Shelley George, dig into the most recent data, what it is showing and pose the question of whether the reserve bank of Australia has gone too far…
Agenda:
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RBA Argument
- Inflation
- Wages
- Productivity
- Profits
- LEI
- Jobs
- Retail Sales
- Earnings
Leading Indicators
Can’t make it to the live series? Catch up on the content via Podcasts or our recorded Videos.
Samuel Kerr is a Senior Financial Adviser at the MacroBusiness Fund, which is powered by Nucleus Wealth.
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Samuel Kerr is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.