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Minutes, Tariffs and a Ceasefire

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Manage episode 452112351 series 1400104
Indhold leveret af NAB - The Morning Call and Phil Dobbie. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NAB - The Morning Call and Phil Dobbie eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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1285 episoder

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Minutes, Tariffs and a Ceasefire

NAB Morning Call

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Manage episode 452112351 series 1400104
Indhold leveret af NAB - The Morning Call and Phil Dobbie. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af NAB - The Morning Call and Phil Dobbie eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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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