

US Inflation Data, RBA Decision in Focus
Aug 11, 2025
Eric Sterner, Chief Investment Officer at Apollon Wealth Management, shares insights into key economic indicators impacting markets. He discusses the crucial upcoming US inflation data, predicting its influence on Federal Reserve interest rates amid stagflation fears. Attention also turns to Australia, where the Reserve Bank is expected to cut rates due to easing inflation pressures. Sterner highlights the cautious market sentiment as traders analyze the relationship between economic data and investment strategies across the Asia Pacific.
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Episode notes
Megatechs Lead Early In The AI Cycle
- Eric Sterner says megatechs keep leading due to strong earnings and AI being in early innings.
- He expects them to continue leading markets as AI adoption expands.
Prepare For Fed Easing In September
- Position portfolios for Fed easing beginning around September.
- Monitor incoming inflation and jobs data to time cuts and risk exposure.
Stagflation Is A Risk, Not The Base Case
- Eric Sterner views stagflation as a possible risk but not his base case.
- He cites soft import prices and moderating consumer spending as reasons inflation may be transitory.