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Relative Return Unplugged: The economic outlook for 2025

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Manage episode 461370028 series 2774996
内容由Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year. The strong share market returns of 2024 may not quite be repeated in 2025, but Oliver believes it is still set to be a solid year for markets; however, volatility is set to continue on the back of uncertainty around how much central banks are going to cut rates.

Listen as they discuss:

  • Why monetary policy is still an effective tool to control inflation.
  • How a Trump presidency is likely to impact the global and domestic markets.
  • The key issues ahead of the federal election and how the different potential outcomes could affect the economy.
  continue reading

293集单集

Artwork
icon分享
 
Manage episode 461370028 series 2774996
内容由Momentum Media提供。所有播客内容(包括剧集、图形和播客描述)均由 Momentum Media 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP chief economist Shane Oliver to take a look at what can be learned from 2024 as attention turns to what markets will do in the new year. The strong share market returns of 2024 may not quite be repeated in 2025, but Oliver believes it is still set to be a solid year for markets; however, volatility is set to continue on the back of uncertainty around how much central banks are going to cut rates.

Listen as they discuss:

  • Why monetary policy is still an effective tool to control inflation.
  • How a Trump presidency is likely to impact the global and domestic markets.
  • The key issues ahead of the federal election and how the different potential outcomes could affect the economy.
  continue reading

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