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Talking in all directions

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Manage episode 483548699 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 19th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There’s a lot of talk going on right now and President Trump is at the centre of most of it. Phil talks to NAB’s Ray Attrill about a plethora of negotiations that could influence markets this week. First, the Trump call to Putin, followed by a call to Zelensky. Can he break the deadlock? There are also negotiations going on with the EU. Documents have reportedly changed hands, and JD Vance met with Ursula von der Leyen and Italian Prime Minister Giorgia Meloni on Sunday. It might be in the nick of time, because Treasury Secretary Scott Bessent said on Sunday that tariff levels will go back to April 2nd levels to those countries that haven’t negotiated with the US in good faith. And in the US, where Republicans have voted against the Big Beautiful Tax Bill, the spending committee is meeting now to plan a way through the standoff. On Friday markets reacted to the cut to Moody’s US credit ratings, although Ray says it’s really of little consequence. And locally, the focus is on the RBA tomorrow, and just how big a cut will they make?


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

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1409 episodes

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Talking in all directions

NAB Morning Call

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Manage episode 483548699 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 19th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


There’s a lot of talk going on right now and President Trump is at the centre of most of it. Phil talks to NAB’s Ray Attrill about a plethora of negotiations that could influence markets this week. First, the Trump call to Putin, followed by a call to Zelensky. Can he break the deadlock? There are also negotiations going on with the EU. Documents have reportedly changed hands, and JD Vance met with Ursula von der Leyen and Italian Prime Minister Giorgia Meloni on Sunday. It might be in the nick of time, because Treasury Secretary Scott Bessent said on Sunday that tariff levels will go back to April 2nd levels to those countries that haven’t negotiated with the US in good faith. And in the US, where Republicans have voted against the Big Beautiful Tax Bill, the spending committee is meeting now to plan a way through the standoff. On Friday markets reacted to the cut to Moody’s US credit ratings, although Ray says it’s really of little consequence. And locally, the focus is on the RBA tomorrow, and just how big a cut will they make?


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

  continue reading

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