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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
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Manage episode 451337739 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

Friday 22nd November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Are NVIDIA investors a bit like Oliver Twist? They want more. That’s the take of NAB’s Skye Masters, who joins Phil on the Morning Call. The data was all second tier and none of it changed market expectations around the Fed’s path of rate cuts. US jobless claims were down, but continued claims were up, suggesting employers are letting less people go, but at the same time are not recruiting more. Positive news on housing, which can be choppy, was offset by gloomy news in the Philly Fed manufacturing outlook. So, it was a mixed picture overnight. The upshot, we need more solid data to get a clearer picture. Meanwhile, in the uncertainty, Bitcoin careers closer to the $100k mark. And will the promise of Roast Turkey drive up shares next week- which often happens on Thanksgiving week.



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

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Manage episode 451337739 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

Friday 22nd November 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Are NVIDIA investors a bit like Oliver Twist? They want more. That’s the take of NAB’s Skye Masters, who joins Phil on the Morning Call. The data was all second tier and none of it changed market expectations around the Fed’s path of rate cuts. US jobless claims were down, but continued claims were up, suggesting employers are letting less people go, but at the same time are not recruiting more. Positive news on housing, which can be choppy, was offset by gloomy news in the Philly Fed manufacturing outlook. So, it was a mixed picture overnight. The upshot, we need more solid data to get a clearer picture. Meanwhile, in the uncertainty, Bitcoin careers closer to the $100k mark. And will the promise of Roast Turkey drive up shares next week- which often happens on Thanksgiving week.



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

  continue reading

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