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Wafer thin difference

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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.

Tuesday 5th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets have responded to a poll over the weekend which showed a swing in favour of Kamala Harris in Iowa. It was driven, apparently, by more older women expressing a preference. NAB’s Tapas Strickland says Iowa isn’t normally considered a swing state, so there is the question about whether this could be replicated across the country. But we haven’t seen a massive unwinding of positions that you might associate with the Trump trade.


The RBA meets today and there will be a lot of focus on what’s in and out of the statement, and whether there’s a more concerted effort to drive market expectations further back into mid-2025.



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1307 episodios

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Wafer thin difference

NAB Morning Call

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Manage episode 448512468 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.

Tuesday 5th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets have responded to a poll over the weekend which showed a swing in favour of Kamala Harris in Iowa. It was driven, apparently, by more older women expressing a preference. NAB’s Tapas Strickland says Iowa isn’t normally considered a swing state, so there is the question about whether this could be replicated across the country. But we haven’t seen a massive unwinding of positions that you might associate with the Trump trade.


The RBA meets today and there will be a lot of focus on what’s in and out of the statement, and whether there’s a more concerted effort to drive market expectations further back into mid-2025.



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

  continue reading

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