21.09.26 with John Lockton, Sandstone Insights

ausbiz a.m · Sep 20, 2026 · 10m · transcript

John Lockton discusses the market outlook, expected rate hikes, and the impact on various sectors such as energy, consumer discretionary, healthcare, and tech.

Takeaways

Market sentiment influenced by expected rate hikes

Healthcare and tech sectors facing challenges due to rising bond yields

Chapters

00:00 Market Outlook and Rate Hikes

01:20 Impact on Energy Stocks

03:03 Consumer Discretionary Sector

03:43 Upcoming Events and Focus Areas

05:11 Healthcare Sector Analysis

06:38 Challenges for Tech Stocks

09:03 Gold and Metals Market