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Warning signs on inflation persistence?
MP3•Home de episódios
Manage episode 417890919 series 1400104
Conteúdo fornecido por NAB - The Morning Call and Phil Dobbie. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por NAB - The Morning Call and Phil Dobbie ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Monday 13th May 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There were a few signs that inflation globally might be taking longer to fall. Canada’s surprise employment numbers pushed yields higher, and the UKs CPI was an upside surprise on Friday as well. Consumer inflation expectations in the US also came in higher. NAB’s Tapas Strickland says al these factors could push back rate cuts a little further. And what about locally? What is the potential impact of more government spending and wage increases in the budget tomorrow? Meanwhile, demand is more of an issue for China than inflation. Aggregate financing fell for the first time in 20 years and Joe Biden is expected to announce a 100% tariff on Chinese EV imports this week.
Hosted on Acast. See acast.com/privacy for more information.
1157 episódios
MP3•Home de episódios
Manage episode 417890919 series 1400104
Conteúdo fornecido por NAB - The Morning Call and Phil Dobbie. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por NAB - The Morning Call and Phil Dobbie ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Monday 13th May 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There were a few signs that inflation globally might be taking longer to fall. Canada’s surprise employment numbers pushed yields higher, and the UKs CPI was an upside surprise on Friday as well. Consumer inflation expectations in the US also came in higher. NAB’s Tapas Strickland says al these factors could push back rate cuts a little further. And what about locally? What is the potential impact of more government spending and wage increases in the budget tomorrow? Meanwhile, demand is more of an issue for China than inflation. Aggregate financing fell for the first time in 20 years and Joe Biden is expected to announce a 100% tariff on Chinese EV imports this week.
Hosted on Acast. See acast.com/privacy for more information.
1157 episódios
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