For the last few months we have been talking about how the soft data (i.e. surveys and forward looking) has been looking recessionary but the hard data has been surprisingly firm.
That has started to change, and in the hard data we are seeing sweeping signs of a slowdown.
In this week's podcast Nucleus Wealth Chief Investment Officer Damien Klassen and Chief Operating Officer Shelley George, dogged into the most recent data, what it is showing and pose the question of whether the reserve bank of Australia has gone too far...
Agenda:
RBA Argument
Inflation
Wages
Productivity
Profits
Leading Indicators
LEI
Jobs
Retail Sales
Earnings
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