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Friday 3rd May 2024
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US productivity has slipped quite markedly in Q1, that’s pushed up labour costs – is that something to worry about? Phil puts the question to NAB’s Gavin Friend, who says markets are still responding to yesterday’s dovish slant from the Fed. Non-farm payrolls will be watched keenly tonight, along with US Services PMI. Locally Australia’s home loans data is out today. Phil and Gavin also talk through revisions to the OECD’s growth forecasts for the US, Australia, Europe and the UK.
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Wednesday 26th June 2024
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Financial Services Guide | Information on our services - NAB
Canada’s inflation came in hotter than expected in May and that’s pushed up Canadian bond yields overnight, but there’s been limited reaction to that – or anything really – on...
Published 06/25/24
Tuesday 25th June 2024
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Financial Services Guide | Information on our services - NAB
There are three broad themes on today’s podcast. First, a missed day on US equities again, with falls in the S&P and NASDAQ. NVIDIA shares are well down, but even a minor...
Published 06/24/24