Aussie Dollar: Where To Now? | Nucleus Investment Insights
by
Samuel Kerr
July 6, 2023
It has been a volatile 6 months in macroeconomic outlooks.
Fed still hiking, RBA all but done
China’s bust is structural
End of cycle shock
Next cycle: Australia poorly positioned
A year ago, it looked as if Australia was lagging behind the US economically; a few months ago that narrative reversed. And then it flip-flopped several more times.
In this week's podcast, Nucleus Wealth's Chief Investment Officer Damien Klassen, Chief Strategist David Llewellyn-Smith and Senior Financial Adviser, Samuel Kerr delve into this topic.
Agenda: Why the AUD is going to 40 cents
- No AI
- No reshoring
- China’s commodity super-deflation, limited ESG commodity exposure
- Another lost decade on poor policy making
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
