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, Matthew Brown, and Rob Litterst from The Hustle.
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US Goldilocks again, Germany Brothers Grimm
MP3•Episode home
Manage episode 430761550 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.
Friday 26th July 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
A sharp turnaround in US optimism it seems, with this week’s disappointing PMIs easily overwritten by an upside surprise on GDP. Jobless claims were also down a little. The response – rising equities and falling Treasury yields. Phil asks NAB’s Rodrigo Catril whether Goldilocks is back on the horizon, offering a faster path to cuts with minimal economic damage. It’s a very different story in Europe though, where we saw PMIs sharply lower in Germany and reaffirmed by the IFO numbers out overnight. Of course central bank decisions ultimately rest on inflation numbers, so Tokyo’s CPI and June’s US Core PCE Deflator reads will be watched keenly.
Hosted on Acast. See acast.com/privacy for more information.
1207 episodes
MP3•Episode home
Manage episode 430761550 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.
Friday 26th July 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
A sharp turnaround in US optimism it seems, with this week’s disappointing PMIs easily overwritten by an upside surprise on GDP. Jobless claims were also down a little. The response – rising equities and falling Treasury yields. Phil asks NAB’s Rodrigo Catril whether Goldilocks is back on the horizon, offering a faster path to cuts with minimal economic damage. It’s a very different story in Europe though, where we saw PMIs sharply lower in Germany and reaffirmed by the IFO numbers out overnight. Of course central bank decisions ultimately rest on inflation numbers, so Tokyo’s CPI and June’s US Core PCE Deflator reads will be watched keenly.
Hosted on Acast. See acast.com/privacy for more information.
1207 episodes
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