Description
Tuesday 25th June 2024
NAB Markets Research Disclaimer
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 correction is only a deny in their upward trajectory this year. There’s also the divide between the European and US economies, evidenced by last weeks PMIs. But is the difference really that great. NAB’s Rodrigo Catril agrees with the ECB’S Isabel Schnabel that, when it coms to fighting inflation, they’re not that far apart so it would be wrong to assume a divergence in policy by the two central banks. The other theme is the continued fall in the Yen and the repercussions it could have across the region, including the Australian dollar.
Hosted on Acast. See acast.com/privacy for more information.
Friday 28th June 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
Could central banks push their timing back even further? Emma Lawson says we can’t ignore how economies are slowing, so there’s every...
Published 06/28/24
Friday 28th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There wasn’t a lot of data of significance around overnight, but the combination of a range of weak data prints fuelled some hope that the fed will cut sooner than markets had been...
Published 06/27/24