Complexity Premia cover image

Episode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices

Complexity Premia

00:00

Analysis of Household Sector Dynamics and Global Stagflation Concerns

Exploring the rise in defaults on high-value home loans, the chapter discusses the hurdles faced by the Reserve Bank of Australia in managing interest rates amidst accelerating core inflation and robust wage growth. It also looks at global stagflation, highlighting New Zealand's proactive approach to interest rates and the concerning trend of rising services inflation.

Play episode from 03:03
Transcript

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