Kerry Craig, CFA is the Global Market Strategist at J.P. Morgan Asset Management, a long-time sponsor of The Australian Investors Podcast
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Kerry Craig sits down with Owen Rask
in an attempt to go against the AI talents of Google Bard, a generative AI language model, covering off on the top 10 macroeconomic indicators.
Topics covered in this Australian Investors Podcast episode:
- The 10 most common macro indicators (and what doesn’t work)
- Kerry’s prediction for inflation, rates, retail sales, housing starts and unemployment
- Where will inflation end 2023?
- Are Emerging Markets (EM) everything they’re cracked up to be?
- Will property keep recovering?
Finally, Owen and Kerry have a bit of fun predicting, higher or lower:
- Price of a 2017 Toyota Hilux (good condition) (asking for a friend…)
- US stock market (S&P 500)
- Japanese stock market (Nikkei)
- Aussie shares (ASX 200)
- A diversified all-of-market Australian bond index
