I joined Paul Turton on ABC Newcastle Mornings today to discuss the broader economic backdrop, including why interest rates are likely to remain steady for now, how household spending and cost pressures are shaping the outlook, and why global sharemarkets are being driven less by local conditions and more by international themes such as investment in artificial intelligence (AI), with long-term returns ultimately depending on earnings and business fundamentals.

Tune in from 37:54 to hear the full segment: ABC Newcastle Mornings.