With July 30’s inflation data looming, could the RBA finally deliver a rate cut?
Peter Switzer and Paul Rickard break down the odds — and why the jobs market may be the deciding factor. Plus, they dive into the latest volatility from Donald Trump’s tariff threats, how investors should position their portfolios ahead of August, and the stocks they’re buying, holding or avoiding.
Covered in this episode:
• Will the RBA cut rates this month?
• Trump’s tariff plans: noise or a real threat?
• CSL, BHP, Telstra, Xero and Dicker Data questions answered
• Is it time to buy Amcor?
• Value in Europe vs the US tech-heavy market
• The “scaredy cat” portfolio preview
Investor questions answered live on:
• A1M • DroneShield • WiseTech (WTC) • TPG • Xero SPP • Audinate (AD8)
