Relative Return Insider: Weak GDP, rate cut expectations, and global tensions
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Relative Return Insider: Weak GDP, rate cut expectations, and global tensions
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About this listen
In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve Bank’s next move.
With quarterly growth slowing to just 0.2 per cent, Oliver also explores whether interest rates remain too high and why a rate cut may arrive sooner than expected, as well as whether the increasing minimum wage could have an impact on monetary policy.
Tune in to hear:
- About the RBA's balancing act amid weak investment and global uncertainty.
- Why Trump’s tariff threats, the TACO trade, and US debt could rattle markets.
- Whether too much data is clouding projections.
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