Rabobank’s Sydney-based senior strategist, global economics and markets, on the Reserve Bank’s OCR hike and its implications for inflation, interest rates and economic growth. Picton also discusses renewed Middle East tensions, rising oil prices and the outlook for further rate increases.

Bonus Episode: Trust in the age of AI with One NZ
37:37

Why mortgage rates don’t follow the OCR
32:43

Sam Dickie: Fisher Funds expert on Microsoft cutting over 4,000 jobs as a result of AI
04:27