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Zen and the Art of Trade Realignment

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Manage episode 493187405 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.

Tuesday 8th July 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump has announced a new wave of tariffs for a handful of countries, closely aligned to the Liberation Day rates. Of those announced Japan and South Korea are front and centre, each subject to a 25% base rate. 30% is being reapplied to South Africa. Although US equities are well down, NAB’s Tapas Strickland says the market response was rather tame. Perhaps because the implementation of these new rates doesn’t apply until 1st August. Maybe the rates will change. Meanwhile, locally, the focus is on the NAB Business Survey this morning, the RBA decision later. Markets have fully priced in a 25bp cut.


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

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1466 episodes

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Zen and the Art of Trade Realignment

NAB Morning Call

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Manage episode 493187405 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.

Tuesday 8th July 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump has announced a new wave of tariffs for a handful of countries, closely aligned to the Liberation Day rates. Of those announced Japan and South Korea are front and centre, each subject to a 25% base rate. 30% is being reapplied to South Africa. Although US equities are well down, NAB’s Tapas Strickland says the market response was rather tame. Perhaps because the implementation of these new rates doesn’t apply until 1st August. Maybe the rates will change. Meanwhile, locally, the focus is on the NAB Business Survey this morning, the RBA decision later. Markets have fully priced in a 25bp cut.


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

  continue reading

1466 episodes

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