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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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Waiting longer as inflation persists

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Manage episode 415111935 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 29th April 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

The US March PCE Deflator number on Friday was broadly in line with consensus, but NAB’s Tapas Strickland says upward revisions to the January and February numbers show inflation remains persistent which delays further the timing of cuts by the Fed. There weren’t big moves in bond yields but that could all change with a busy week for US data, including ISMs and Payrolls, along with Wednesday’s FOMC meeting. To add some spice to the equation The Wall Street Journal reported that Donald Trump, if he were to become President again, might challenge the independence of the central bank. There was a strong move down in the Yen on Friday after the Bank of Japan did little to support the currency and there’s a question as to whether they will lift rates at all this year. With inflation so low, do they need to?



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1155 episoder

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Waiting longer as inflation persists

NAB Morning Call

72 subscribers

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iconDela
 
Manage episode 415111935 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 29th April 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB

The US March PCE Deflator number on Friday was broadly in line with consensus, but NAB’s Tapas Strickland says upward revisions to the January and February numbers show inflation remains persistent which delays further the timing of cuts by the Fed. There weren’t big moves in bond yields but that could all change with a busy week for US data, including ISMs and Payrolls, along with Wednesday’s FOMC meeting. To add some spice to the equation The Wall Street Journal reported that Donald Trump, if he were to become President again, might challenge the independence of the central bank. There was a strong move down in the Yen on Friday after the Bank of Japan did little to support the currency and there’s a question as to whether they will lift rates at all this year. With inflation so low, do they need to?



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

  continue reading

1155 episoder

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