{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"SB Talks: Data Surprises &amp; Data Centres","description":"In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder, take a fast-paced look at global markets. In the US, manufacturing slows as tariffs bite, while AI and data centre spending surge. Back home, Australia's first full monthly CPI eliminates hopes of a pre-Christmas rate cut, even as Q3 growth and capacity constraints keep pressure on. Nick unpacks a record capex jump, plant and equipment lead the charge, data centre hardware up 92% QoQ fueling productivity but driving imports. Markets cool after a risk-on run, crypto retreats, and competition heats up in banking. The duo also weigh the Fed chair race and a divided FOMC, before hinting at Stanford Brown's 2026 outlook: cautiously optimistic, focused on inflation, productivity, and the evolving AI story.&amp;nbsp; &amp;nbsp; Music provided by: Autumn Trumpet Background Corporate by LesFM | https:\/\/lesfm.net\/ Music promoted by https:\/\/www.chosic.com\/free-music\/all\/ Creative Commons CC BY 3.0 https:\/\/creativecommons.org\/licenses\/by\/3.0\/ ","author_name":"SB Talks","author_url":"http:\/\/stanfordbrown.libsyn.com\/podcast","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39232345\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/196074745"}