The Rules of Investing cover image

Jun Bei Liu: Top stocks for today’s markets

The Rules of Investing

00:00

The RBA's Report on the Australian Recession

The RBA released documents recently, thanks to a Freedom of Information request. According to internal modelling, the chance of an Australian recession could be as high as 65 to 80% over the next two years. Are you positioning for a recessionary outcome? Not for Australia. We actually believe that Australia will sail through this. We will see slowdown. But are we going to get to the recession? I don't think so. In the next 12 months, what you already seen early indications of is that, first of all, consumer is holding reasonably well. Now clearly, there's pockets of consumer will experience very tight conditions. Lower tier consumer, we heard they already started running through all the excess

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app