Relative Return Insider: Rising inflation, rate hike risks and the AI-fuelled market

In this episode of Relative Return Insider, host Keith Ford speaks with AMP chief economist Shane Oliver about the March quarter CPI figuresand what it means for interest rates, households and markets. Shane breaks down how the impact of headline inflation jumping to 4.6 per cent over the year to March, largely driven by a surge in fuel prices linked to the US–Iran conflict, and the likelihood that the RBA moves to hike rates at its May meeting. Tune in to hear: Whether the RBA is better off acting now, or if the prior hikes could cause a pause. How the ongoing US-Iran war and its shifting ceasefire deadlines is feeding into further inflation. The impact of the AI boom and US tech giants powering US profit growth on markets.