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Fed Cuts, RBA in May, or Maybe Not

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Manage episode 516370250 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://podcastplayer.com/legal.

Thursday 30th October 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The FOMC cut rates, but the Fed was very divided, with one dissenter wanting a 50bpcut, the other wanting to keep rates on hold. NAB’s Sally Auld gives her take on the mood of Powell’s press conference, that pushed bond yields and the dollar higher.


At home yields and the Aussie dollar pushed higher after a surprise upside for the latest CPI read. NAB is still not expecting a ratee cut before May, and that may not happen if unemployment rises too quickly.


The BoJ and ECB meet today, and shortly earnings for Microsoft, Alphabet and Meta on the day that NVIDIA became a $5 trillion company!


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

  continue reading

1555 episodes

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Fed Cuts, RBA in May, or Maybe Not

NAB Morning Call

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Manage episode 516370250 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://podcastplayer.com/legal.

Thursday 30th October 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The FOMC cut rates, but the Fed was very divided, with one dissenter wanting a 50bpcut, the other wanting to keep rates on hold. NAB’s Sally Auld gives her take on the mood of Powell’s press conference, that pushed bond yields and the dollar higher.


At home yields and the Aussie dollar pushed higher after a surprise upside for the latest CPI read. NAB is still not expecting a ratee cut before May, and that may not happen if unemployment rises too quickly.


The BoJ and ECB meet today, and shortly earnings for Microsoft, Alphabet and Meta on the day that NVIDIA became a $5 trillion company!


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

  continue reading

1555 episodes

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