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Trump will make the call on tariffs, but not interest rates

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Manage episode 480999717 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://staging.podcastplayer.com/legal.

Wednesday 7th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The US President has made it clear there won’t be negotiations back and forth on tariffs, he’ll simply make the call. NAB’s Sally Auld says that accounts for most of the uncertainty in markets today, with big falls in equities again. The US dollar is weaker again, with the Aussie gaining some strength. The repricing in Asian markets, including the ‘violent repricing of the Taiwanese dollar’, will drag the Aussie higher in the process, says Sally. Today all eyes will be on the FOMC meeting, early tomorrow morning Australia time. It’ll be more about the words in the statement than the decision itself, which is firmly priced for a hold.


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

  continue reading

1399 episodes

Artwork
iconShare
 
Manage episode 480999717 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://staging.podcastplayer.com/legal.

Wednesday 7th May 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


The US President has made it clear there won’t be negotiations back and forth on tariffs, he’ll simply make the call. NAB’s Sally Auld says that accounts for most of the uncertainty in markets today, with big falls in equities again. The US dollar is weaker again, with the Aussie gaining some strength. The repricing in Asian markets, including the ‘violent repricing of the Taiwanese dollar’, will drag the Aussie higher in the process, says Sally. Today all eyes will be on the FOMC meeting, early tomorrow morning Australia time. It’ll be more about the words in the statement than the decision itself, which is firmly priced for a hold.


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

  continue reading

1399 episodes

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