Welcome to the weekend – a long one in many parts of Australia.
In this week’s Devils and Details podcast we have a treat for listeners: not just one guest, but two!
Richard Grace, chief currency and interest rate strategist and head of international economics at the Commonwealth Bank, makes his debut while James Whelan, investment manager at VFS Group — a regular guest on the podcast — also makes a return.
This week we cover:
- The US election, and what a win for Hillary Clinton or Donald Trump will mean for the global economy and financial markets
- OPEC’s shock output cut, and what it may mean for crude prices
- The rally in bulk commodity prices — what’s been driving it and how long the strength can last
- Why optimism about our finances isn’t translating to higher household spending
- The threat posed by Amazon to Australian retailers
- New RBA governor Philip Lowe, and what he may do differently to his predecessor, Glenn Stevens.
We conclude with our predictions for the AFL and Rugby League grand finals, with a warning that James and myself are avid, and some might say biased, Sydney Swans fans.
You can find the podcast on iTunes, where you can rate us and leave a review. You can also listen in below. Enjoy!