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More US exceptionalism

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Manage episode 451760140 series 1400104
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

Monday 25th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Friday highlighted the difference between US exceptionalism and European pessimism. NAB's Ray Attrill explains how PMIs were higher than expected in America, lower than anticipated for the EU. Phil asks how much of the difference is down to anticipated impacts of Trump’s tariff agenda? With political unrest there seems no easy way for Europe to dig itself out of the malaise, short of reading Mario Draghi’s growth proposals. They also talk about the moves in market expectations for rate cuts, for the US, UK and the ECB, as well as for the RBNZ this week.



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

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1316集单集

Artwork

More US exceptionalism

NAB Morning Call

81 subscribers

published

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Manage episode 451760140 series 1400104
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

Monday 25th November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Friday highlighted the difference between US exceptionalism and European pessimism. NAB's Ray Attrill explains how PMIs were higher than expected in America, lower than anticipated for the EU. Phil asks how much of the difference is down to anticipated impacts of Trump’s tariff agenda? With political unrest there seems no easy way for Europe to dig itself out of the malaise, short of reading Mario Draghi’s growth proposals. They also talk about the moves in market expectations for rate cuts, for the US, UK and the ECB, as well as for the RBNZ this week.



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

  continue reading

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