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Hawkish RBA, NVIDIA number one
MP3•Episode home
Manage episode 424310999 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Wednesday 19th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The most valuable company in the world is not Apple or Microsoft. It's NVIDIA. Can anyone stop them? Meanwhile, the RBA kept rates on hold but in a way that was more hawkish that expected. NAB’s Rodrigo Catril says the committee even discussed the potential for rate hikes. NAB still expects a cut in November, nonetheless. In the US retail sales were weaker whilst government spending rose. Could all this extra government spending delay the fall in US inflation? Today UK CPI numbers are released and the US takes the day off, keeping NVIDIA on top for another 24 hours.
Hosted on Acast. See acast.com/privacy for more information.
1154 episodes
MP3•Episode home
Manage episode 424310999 series 1400104
Content provided by NAB - The Morning Call and Phil Dobbie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NAB - The Morning Call and Phil Dobbie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Wednesday 19th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The most valuable company in the world is not Apple or Microsoft. It's NVIDIA. Can anyone stop them? Meanwhile, the RBA kept rates on hold but in a way that was more hawkish that expected. NAB’s Rodrigo Catril says the committee even discussed the potential for rate hikes. NAB still expects a cut in November, nonetheless. In the US retail sales were weaker whilst government spending rose. Could all this extra government spending delay the fall in US inflation? Today UK CPI numbers are released and the US takes the day off, keeping NVIDIA on top for another 24 hours.
Hosted on Acast. See acast.com/privacy for more information.
1154 episodes
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