Monday Macro

Presented By Tim Rocks

22 Oct 2024

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Welcome to The Monday Macro

Tune in every Monday with our Chief Investment Officer, Tim Rocks, as he unpacks the key forces shaping markets and the economy, delivering timely macro insights to help you stay informed and ahead.

Latest Episode

In this week’s Monday Macro, CIO Tim Rocks unpacks the implications of the US Supreme Court’s tariff ruling and why it could lower overall tariffs, ease inflation pressure, and strengthen the case for rate cuts. He examines why Australian bond yields have risen sharply relative to the US and what this means for the Australian dollar and RBA policy. Tim also reviews a strong US earnings season, with AI adoption doubling and driving new winners beyond tech as mega-cap growth moderates. Tune in to find out more.

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For older episodes, please refer to our Spotify and Apple Podcast profiles.

Tim Rocks

Chief Investment Officer

Disclaimer

This podcast was prepared by Evans and Partners Pty Limited AFSL 318075.
Any advice is general advice only and was prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should consider whether the advice is appropriate to you. Seeking professional personal advice is always highly recommended. Where this presentation refers to a particular financial product, you should obtain a copy of the relevant PDS, TMD or offer document before making any investment decisions. Past performance is not a reliable indicator of future performance.
Directors, employees and officers of Evans and Partners and its related bodies corporate may have holdings in the securities discussed. Any taxation information is general and should only be used as a guide.
This communication is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report that has already been broadly distributed.

Monday Macro