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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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Making minor adjustments

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Manage episode 441283003 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.

Monday 23rd September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There were surprisingly small moves in bond yields on Friday, whilst investors in shares seemed to be momentarily reassessing their optimism after the 50bp cut from the Fed. Nonetheless, two more cuts are assumed this year, with a rising expectation that there will be another big cut before Christmas, assisted by comments from the Fed’s Waller who suggested that inflation is falling faster than expected. The standout move in currencies was the Japanese Yen responding to push-back on the expected timing of the next rate rise by the BoJ’s Governor Ueda. Today, global PMIs are released, giving the latest snapshot on the relative strength of Germany versus the rest of Europe versus the US.



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

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1269 episod

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Making minor adjustments

NAB Morning Call

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Manage episode 441283003 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.

Monday 23rd September 2024


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There were surprisingly small moves in bond yields on Friday, whilst investors in shares seemed to be momentarily reassessing their optimism after the 50bp cut from the Fed. Nonetheless, two more cuts are assumed this year, with a rising expectation that there will be another big cut before Christmas, assisted by comments from the Fed’s Waller who suggested that inflation is falling faster than expected. The standout move in currencies was the Japanese Yen responding to push-back on the expected timing of the next rate rise by the BoJ’s Governor Ueda. Today, global PMIs are released, giving the latest snapshot on the relative strength of Germany versus the rest of Europe versus the US.



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

  continue reading

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