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Minutes, Tariffs and a Ceasefire

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Manage episode 452112351 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 27th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


No big surprises in the FOMC minutes out this morning, with the Fed saying it continues to be data dependent, and that could mean a pause, or faster cuts. JBWere’s Sally Auld says markets are still split on whether a cut will happen in December, just as there’s an outside chance the RBNZ will cut by 75bp this week. The two big news stories of the morning though – a likely ceasefire between Hezbollah and Israel, and announcements of 25% tariffs on Mexico and Canada from day one of the presidency. Will either actually come to pass? Or last long? The widening spread in bond yields between France and Germany demonstrates the heightening concerns over French politics, even though Germany is hardly the “poster child” says Sally. Meanwhile, the latest Consumer Confidence survey shows the US is in quite a good place right now.



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1307 episodios

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Minutes, Tariffs and a Ceasefire

NAB Morning Call

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Manage episode 452112351 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 27th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


No big surprises in the FOMC minutes out this morning, with the Fed saying it continues to be data dependent, and that could mean a pause, or faster cuts. JBWere’s Sally Auld says markets are still split on whether a cut will happen in December, just as there’s an outside chance the RBNZ will cut by 75bp this week. The two big news stories of the morning though – a likely ceasefire between Hezbollah and Israel, and announcements of 25% tariffs on Mexico and Canada from day one of the presidency. Will either actually come to pass? Or last long? The widening spread in bond yields between France and Germany demonstrates the heightening concerns over French politics, even though Germany is hardly the “poster child” says Sally. Meanwhile, the latest Consumer Confidence survey shows the US is in quite a good place right now.



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

  continue reading

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