Minutes, Tariffs and a Ceasefire

NAB Morning Call

内容由NAB - The Morning Call and Phil Dobbie提供。所有播客内容（包括剧集、图形和播客描述）均由 NAB - The Morning Call and Phil Dobbie 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

2M ago 16:02

MP3•单集首页

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.

1306集单集