Jacki Neumann

speaker

292 appearances 6 recordings 1 series first heard Jul 2026 last heard 31 Aug

Jacki Neumann’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 6 in all, peaking in Aug 2026 with 5.

Appearances

newest first · ▶ plays the moment

Shared Lunch · Fed splits on rates, long yields hit 2007 high | Market movements · 3 Aug 2026 podcast

In other news, Australia's June quarter CPI came in at 3.8% annually, softer than consensus estimates of 4%.

Following the report, market pricing of an RBA rate hike by year-end declined to 60% from 90% earlier in the week.

On the ASX, Rio Tinto's half-year results were a bright spot.

Underlying earnings rose sharply on higher commodity prices and record copper output.

The interim dividend also came in well ahead of consensus.

Meanwhile, Myer's trading update gave a read on the Australian consumer.

Myer flagged a tougher second half for trading, with cost of living pressures, rate rises and higher fuel costs weighing on discretionary spending.

It's a reminder that even as headline inflation shows signs of cooling, household budgets remain stretched.

In the US, reporting season hit full stride.

According to FactSet, more than 60% of S&P 500 companies have now reported second quarter results.

Of those, 86% have beaten expectations.

Zooming in, it was a mixed week for US mega caps.

Microsoft delivered a strong result, with revenue and earnings beating estimates on accelerating Azure growth.

Amazon also impressed, with AWS growing at its fastest pace in years.

Meanwhile, Meta's revenue grew strongly, but earnings fell short.

Legal charges, severance costs, and rising AI infrastructure spending weighed on the bottom line.

For Apple, a record quarter was overshadowed by concerns over weak forward guidance driven by supply constraints and input cost pressures.

Taken together, the results suggest investors are becoming more selective about AI spending in particular, rewarding clear evidence it's driving revenue while questioning names where that link is harder to see.

Middle East tensions also stayed front of mind.

Last weekend's pause in the conflict broke down midweek as fresh strikes reignited hostilities.

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