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Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Too much of a good thing

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Manage episode 434454193 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Friday 16th August 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


US retail sales numbers out yesterday showed surprisingly strong spending in July. That’s pushed equities markedly higher. But NAB’s Rodrigo Catril says bond yields are up as markets see this retail strength as a sign that the US is not heading for a recession, which reduces the impetus for a faster path of cuts by the Fed. Rodrigo also discusses the UK’s GDP read, today’s retail numbers there, and the swag of activity data from China yesterday. Plus, what to make of yesterday's Australian employment numbers.



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

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1216 episoder

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Too much of a good thing

NAB Morning Call

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Manage episode 434454193 series 1400104
Innhold levert av NAB - The Morning Call and Phil Dobbie. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av NAB - The Morning Call and Phil Dobbie eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Friday 16th August 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


US retail sales numbers out yesterday showed surprisingly strong spending in July. That’s pushed equities markedly higher. But NAB’s Rodrigo Catril says bond yields are up as markets see this retail strength as a sign that the US is not heading for a recession, which reduces the impetus for a faster path of cuts by the Fed. Rodrigo also discusses the UK’s GDP read, today’s retail numbers there, and the swag of activity data from China yesterday. Plus, what to make of yesterday's Australian employment numbers.



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

  continue reading

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