Equity Mates Investing Podcast RBA’s shock decision, Caledonia’s two new investments & knowing when to sell
6 snips
Jul 9, 2025 Surprising news emerges as the Reserve Bank of Australia decides to keep interest rates steady, defying market predictions. The hosts dive into the renewed trade war and its potential impacts on the global economy. Caledonia's new investments in Cameco and Royalty Pharma are examined, highlighting the significance of the nuclear energy sector. The conversation shifts to strategies for portfolio diversification and the tricky decision of when to sell stocks after gains, emphasizing the importance of aligning sales with personal financial goals.
AI Snips
Chapters
Transcript
Episode notes
RBA’s Unexpected Rate Hold
- The Reserve Bank of Australia surprised markets by holding rates instead of cutting as expected.
- Inflation metrics were near target, prompting a wait-and-see approach amid global uncertainties.
Trade War Resumes Impact
- The US-China trade war resumed after a 90-day pause with new tariffs due August 1.
- Uncertainty remains high as few countries signed trade deals to avoid tariffs.
London IPO Market Declines
- London IPO market is at 30-year lows, signaling waning interest in public listings.
- Many companies prefer US or Asian exchanges, reducing London’s market dynamism.