Artwork

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.
Player FM : aplicación de podcast
¡Desconecta con la aplicación Player FM !

The recession they didn’t have to have

14:29
 
Compartir
 

Manage episode 433676470 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.

Monday 11th August 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Remember when Pauk Keating talked about the recession we had to have? Markets thought the US was heading the same way last week, but went off the idea as the week progressed. Thoughts of an emergency rate cut were quickly dismissed, but NAB’s Tapas Strickland says there’s still more than 25bp of cuts priced in for September. A 50bp cut could still happen before the end of the year. US inflation data is out this week but, unless there’s an outsize surprise, markets are unlikely to respond too much. The focus is on jobs now, although the Fed’s Michelle Bowman outlined several inflation risk factors on Friday that are worth watching for.



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

  continue reading

1261 episodios

Artwork
iconCompartir
 
Manage episode 433676470 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.

Monday 11th August 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Remember when Pauk Keating talked about the recession we had to have? Markets thought the US was heading the same way last week, but went off the idea as the week progressed. Thoughts of an emergency rate cut were quickly dismissed, but NAB’s Tapas Strickland says there’s still more than 25bp of cuts priced in for September. A 50bp cut could still happen before the end of the year. US inflation data is out this week but, unless there’s an outsize surprise, markets are unlikely to respond too much. The focus is on jobs now, although the Fed’s Michelle Bowman outlined several inflation risk factors on Friday that are worth watching for.



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

  continue reading

1261 episodios

Todos los episodios

×
 
Loading …

Bienvenido a Player FM!

Player FM está escaneando la web en busca de podcasts de alta calidad para que los disfrutes en este momento. Es la mejor aplicación de podcast y funciona en Android, iPhone y la web. Regístrate para sincronizar suscripciones a través de dispositivos.

 

Guia de referencia rapida