Aussie Dollar: Where To Now? | Nucleus Investment Insights

Written by Samuel Kerr | July 6, 2023

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

No AI
No reshoring
China’s commodity super-deflation, limited ESG commodity exposure
Another lost decade on poor policy making

View the presentation slides

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