Relative Return Insider: Geopolitics, IPO Boom & Interest Rates
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Relative Return Insider: Geopolitics, IPO Boom & Interest Rates
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In this episode of Relative Return Insider, Olivia Grace Curran speaks with AMP Chief Economist Shane Oliver about key global market and economic developments.
They discuss Middle East tensions and their impact on oil and equity markets, the surge in major IPOs like SpaceX and OpenAI, and what this means for investor sentiment. The conversation also covers the outlook for the Reserve Bank of Australia, inflation pressures, and the likely direction of interest rates in Australia and the U.S.
Finally, they explore how major sporting events like the FIFA World Cup are increasingly intertwined with global capital and economic activity.
A fast-paced breakdown of the forces shaping markets right now - from geopolitics to IPO hype and central bank decisions.