A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
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NVIDIA’s correction, the Yen’s fall and the US-Europe divide
MP3•Episode home
Manage episode 425435892 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.
Tuesday 25th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There are three broad themes on today’s podcast. First, a missed day on US equities again, with falls in the S&P and NASDAQ. NVIDIA shares are well down, but even a minor correction is only a deny in their upward trajectory this year. There’s also the divide between the European and US economies, evidenced by last weeks PMIs. But is the difference really that great. NAB’s Rodrigo Catril agrees with the ECB’S Isabel Schnabel that, when it coms to fighting inflation, they’re not that far apart so it would be wrong to assume a divergence in policy by the two central banks. The other theme is the continued fall in the Yen and the repercussions it could have across the region, including the Australian dollar.
Hosted on Acast. See acast.com/privacy for more information.
1167 episodes
MP3•Episode home
Manage episode 425435892 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.
Tuesday 25th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There are three broad themes on today’s podcast. First, a missed day on US equities again, with falls in the S&P and NASDAQ. NVIDIA shares are well down, but even a minor correction is only a deny in their upward trajectory this year. There’s also the divide between the European and US economies, evidenced by last weeks PMIs. But is the difference really that great. NAB’s Rodrigo Catril agrees with the ECB’S Isabel Schnabel that, when it coms to fighting inflation, they’re not that far apart so it would be wrong to assume a divergence in policy by the two central banks. The other theme is the continued fall in the Yen and the repercussions it could have across the region, including the Australian dollar.
Hosted on Acast. See acast.com/privacy for more information.
1167 episodes
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