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Konten disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh NAB - The Morning Call and Phil Dobbie atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Tariffs. The most beautiful word.

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Manage episode 445326528 series 1400104
Konten disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh NAB - The Morning Call and Phil Dobbie atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Wednesday 16th October 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There were sizeable moves in various asset classes over the last 24 hours, and that was before a revealing Trump interview with Bloomberg’s Editor in Chief. Phil talks to NAB’s Rodrigo Catril about a day that has seen oil lower on expectations that Israel won’t strike Iranian oil installations, shares fall as a report suggests they are overweight and concerns about AI chip demand and possible restrictions on exports from the US. Plus, another shift in sentiment around China’s support plans. NZ and UK CPI are out today. In New Zealand it is expected to support the case for faster cuts, whereas the UK number is likely to give the Bank of England a bit more time to move.



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

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1246 episode

Artwork

Tariffs. The most beautiful word.

NAB Morning Call

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Manage episode 445326528 series 1400104
Konten disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh NAB - The Morning Call and Phil Dobbie atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Wednesday 16th October 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There were sizeable moves in various asset classes over the last 24 hours, and that was before a revealing Trump interview with Bloomberg’s Editor in Chief. Phil talks to NAB’s Rodrigo Catril about a day that has seen oil lower on expectations that Israel won’t strike Iranian oil installations, shares fall as a report suggests they are overweight and concerns about AI chip demand and possible restrictions on exports from the US. Plus, another shift in sentiment around China’s support plans. NZ and UK CPI are out today. In New Zealand it is expected to support the case for faster cuts, whereas the UK number is likely to give the Bank of England a bit more time to move.



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

  continue reading

1246 episode

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