Aussie Dollar: Where To Now? | Nucleus Investment Insights

It has been a volatile 6 months in macroeconomic outlooks.

 

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

  • Fed still hiking, RBA all but done
  • China’s bust is structural
  • End of cycle shock
  • Next cycle: Australia poorly positioned
    1. No AI
    2. No reshoring
    3. China’s commodity super-deflation, limited ESG commodity exposure
    4. Another lost decade on poor policy making
     

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