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Kandungan disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh NAB - The Morning Call and Phil Dobbie atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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A Swift win for Kamala, and a rogue CPI print

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Manage episode 439389544 series 1400104
Kandungan disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh NAB - The Morning Call and Phil Dobbie atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Thursday 12th September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Kamala Harris “won“ the Presidential debate, by most accounts, and US core GDP showed a slight tick up last month. Neither bit of news really moved the markets. Harris still has to win the election and, although a rise in CPI may be concerning, the headline rate came down for the fifth month in a row. NAB’s Gavin Friend says it hasn’t changed the pricing for cuts by year end, it might just push back a 50bp cut further than next week. The ECB is expected to cut rates today, whilst the BoE will be balancing up higher job numbers this week, with another flat GDP read overnight.



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

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1274 episod

Artwork
iconKongsi
 
Manage episode 439389544 series 1400104
Kandungan disediakan oleh NAB - The Morning Call and Phil Dobbie. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh NAB - The Morning Call and Phil Dobbie atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Thursday 12th September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Kamala Harris “won“ the Presidential debate, by most accounts, and US core GDP showed a slight tick up last month. Neither bit of news really moved the markets. Harris still has to win the election and, although a rise in CPI may be concerning, the headline rate came down for the fifth month in a row. NAB’s Gavin Friend says it hasn’t changed the pricing for cuts by year end, it might just push back a 50bp cut further than next week. The ECB is expected to cut rates today, whilst the BoE will be balancing up higher job numbers this week, with another flat GDP read overnight.



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

  continue reading

1274 episod

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