20.08.26 with Greg Canavan, Canavan Capital

ausbiz a.m · Aug 19, 2026 · 14m · transcript

Greg Canavan from Canavan Capital discusses global markets, US Treasury intervention, market moves and the impact of fiscal deficits. He dives into the local market and reporting season talking about consumer spending and retailers, stock assessment and expectations, mining sector performance, gold miner performance and M&A, and equity market valuation and outlook.

Chapters

00:00 Global Market Overview

01:38 US Treasury Intervention

02:00 Market Moves and Vaccine News

03:22 Impact of Fiscal Deficits

04:19 Local Market and Reporting Season

05:09 Consumer Spending and Retailers

07:04 Stock…