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Contenido proporcionado por NAB - The Morning Call and Phil Dobbie. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente NAB - The Morning Call and Phil Dobbie o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Hawkish RBA, NVIDIA number one

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Manage episode 424310999 series 1400104
Contenido proporcionado por NAB - The Morning Call and Phil Dobbie. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente NAB - The Morning Call and Phil Dobbie o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Wednesday 19th June 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The most valuable company in the world is not Apple or Microsoft. It's NVIDIA. Can anyone stop them? Meanwhile, the RBA kept rates on hold but in a way that was more hawkish that expected. NAB’s Rodrigo Catril says the committee even discussed the potential for rate hikes. NAB still expects a cut in November, nonetheless. In the US retail sales were weaker whilst government spending rose. Could all this extra government spending delay the fall in US inflation? Today UK CPI numbers are released and the US takes the day off, keeping NVIDIA on top for another 24 hours.



Hosted on Acast. See acast.com/privacy for more information.

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1273 episodios

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Hawkish RBA, NVIDIA number one

NAB Morning Call

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Manage episode 424310999 series 1400104
Contenido proporcionado por NAB - The Morning Call and Phil Dobbie. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente NAB - The Morning Call and Phil Dobbie o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Wednesday 19th June 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The most valuable company in the world is not Apple or Microsoft. It's NVIDIA. Can anyone stop them? Meanwhile, the RBA kept rates on hold but in a way that was more hawkish that expected. NAB’s Rodrigo Catril says the committee even discussed the potential for rate hikes. NAB still expects a cut in November, nonetheless. In the US retail sales were weaker whilst government spending rose. Could all this extra government spending delay the fall in US inflation? Today UK CPI numbers are released and the US takes the day off, keeping NVIDIA on top for another 24 hours.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

1273 episodios

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