The Rate Hike to Stop the Nation

05.11.2026

In this episode of SB Talks, Vincent O’Neill and Nick Ryder unpack the big forces shaping markets, from Australia’s stubborn inflation and the outlook for interest rates to the US midterms and what a shifting political landscape could mean for investors. They also dive into US reporting season, where soaring AI investment is putting pressure on Big Tech cash flows, and look ahead to Anthropic’s highly anticipated IPO and what it could reveal about investor appetite for the AI boom.

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