Welcome to Ten Cap’s “Meet the Expert” series. Consistent with the goal of providing clients with market leading insights and views, this will be a regular Q&A series featuring leading experts across economics, markets, and industry. It is a privilege to have Jo Masters, Chief Economist at Barrenjoey Capital Partners as our first guest. Jo discusses her thoughts on the global and domestic economic outlook and where she sees the path for policy rates, the A$ and commodity prices. She also provides some unique thoughts on the demise of US exceptionalism and what that may mean for US and Australian assets.
