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Going round in circles

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Manage episode 484804913 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.

Monday 26th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump on Friday said that negotiations were not moving with the EU and he would impose a 50 percent tariff on the EU from this coming weekend. We’re hearing now that EU President Ursula von der Leyen has spoken to the President and believes a good deal can be done if they have until July 9th. NAB’s Ray Attrill says the market reaction on Friday to the original news was a return of the Sell America theme we saw in early April – with falling equities, rising bond yields and a falling US dollar. Much of that was the result of last week’s rising fiscal concerns, but it was compounded by the tariff news on Friday. That makes the outcome of those tariff talks the key theme of what is otherwise a relatively quiet week.


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

  continue reading

1417 episodes

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Going round in circles

NAB Morning Call

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Manage episode 484804913 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.

Monday 26th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump on Friday said that negotiations were not moving with the EU and he would impose a 50 percent tariff on the EU from this coming weekend. We’re hearing now that EU President Ursula von der Leyen has spoken to the President and believes a good deal can be done if they have until July 9th. NAB’s Ray Attrill says the market reaction on Friday to the original news was a return of the Sell America theme we saw in early April – with falling equities, rising bond yields and a falling US dollar. Much of that was the result of last week’s rising fiscal concerns, but it was compounded by the tariff news on Friday. That makes the outcome of those tariff talks the key theme of what is otherwise a relatively quiet week.


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

  continue reading

1417 episodes

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