Aussie Banks: Buy or Sell?
Manage episode 384206240 series 3479196
In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discussed:
- Whether or not the US inflation data was significant
- Australia’s historic wages growth and what it means for interest rates
- Valuations of the Big Four banks
- They look cheap, but there’s more to it
- Outlook for cashed up Aussie gold miners
- Unappreciated insights from the RBA’s latest Statement
- High mortgage repayments don’t tell the whole story
- Accumulated savings offsetting RBA’s rate hikes
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