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Innehåll tillhandahållet av NAB - The Morning Call and Phil Dobbie. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av NAB - The Morning Call and Phil Dobbie eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Europeans PMIs sluggish, US stronger
MP3•Episod hem
Manage episode 425182181 series 1400104
Innehåll tillhandahållet av NAB - The Morning Call and Phil Dobbie. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av NAB - The Morning Call and Phil Dobbie eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Monday 24th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
PMIs on Friday continued to show the dichotomy between Europe and the US. Even within Europe we saw clear evidence of the weakness within Germany. Phil asks NAB’s Tapas Strickland what these latest PMI numbers mean for central banks. Could the strong US print delay the Fed into next year, whilst providing the reasoning for the ECB to perhaps move a little faster? It all depends on the inflation data, of course. And we don’t have to wait long for that, with thew Fed’s preferred measure, the core PCE deflator out at the end of the week and European CPIs ahead of that.
Hosted on Acast. See acast.com/privacy for more information.
1153 episoder
MP3•Episod hem
Manage episode 425182181 series 1400104
Innehåll tillhandahållet av NAB - The Morning Call and Phil Dobbie. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av NAB - The Morning Call and Phil Dobbie eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Monday 24th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
PMIs on Friday continued to show the dichotomy between Europe and the US. Even within Europe we saw clear evidence of the weakness within Germany. Phil asks NAB’s Tapas Strickland what these latest PMI numbers mean for central banks. Could the strong US print delay the Fed into next year, whilst providing the reasoning for the ECB to perhaps move a little faster? It all depends on the inflation data, of course. And we don’t have to wait long for that, with thew Fed’s preferred measure, the core PCE deflator out at the end of the week and European CPIs ahead of that.
Hosted on Acast. See acast.com/privacy for more information.
1153 episoder
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