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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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Risk on switched off, whilst Riksbank gets on with it

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Manage episode 441835749 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.

Thursday 26th September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The slight risk-on mood we saw after news of potential further stimulus measures in China has ebbed away a little today, particularly in the share market, where indices are generally lower in the US and Europe overnight. NAB’s Ken Crompton says there’s a bit of a reassessment during a session low on data. Expectations for an outside cut by the Fed have fallen slightly on the back of one large individual trade. The Riksbank, though, is confidently cutting rates, suggesting they’ll keep going until they reach their neutral rate, once they’ve decided what that is. Given the focus lately is on watching jobs, Australia’s job vacancies and US jobless claims will prove interesting today. And a night when too many Fed speakers is barely enough.



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

  continue reading

1232 episoder

Artwork
iconDela
 
Manage episode 441835749 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.

Thursday 26th September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The slight risk-on mood we saw after news of potential further stimulus measures in China has ebbed away a little today, particularly in the share market, where indices are generally lower in the US and Europe overnight. NAB’s Ken Crompton says there’s a bit of a reassessment during a session low on data. Expectations for an outside cut by the Fed have fallen slightly on the back of one large individual trade. The Riksbank, though, is confidently cutting rates, suggesting they’ll keep going until they reach their neutral rate, once they’ve decided what that is. Given the focus lately is on watching jobs, Australia’s job vacancies and US jobless claims will prove interesting today. And a night when too many Fed speakers is barely enough.



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

  continue reading

1232 episoder

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