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Underpricing war? Pulling out of the dollar.

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Manage episode 489129036 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.

Tuesday 17th June 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets seem optimistic that a resolution between Israel and Iran will be found. NAB’s Rodrigo Catril says there’s a general feeling that Iran has its back against the wall and is trying to communicate that they want to d e-escalate the situation. Despite today’s market reaction, there doesn’t seem any evidence of a slowdown in the hostilities. Meanwhile, a Bank of America note overnight suggests central banks have been pulling out of the US dollar since March. Rodrigo also talks through the latest activity data form China, looks ahead to US retail sales today and prepares us for a week that could see a lot of movement in the US Big Beautiful Bill.


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

  continue reading

1432 episodes

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Manage episode 489129036 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.

Tuesday 17th June 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets seem optimistic that a resolution between Israel and Iran will be found. NAB’s Rodrigo Catril says there’s a general feeling that Iran has its back against the wall and is trying to communicate that they want to d e-escalate the situation. Despite today’s market reaction, there doesn’t seem any evidence of a slowdown in the hostilities. Meanwhile, a Bank of America note overnight suggests central banks have been pulling out of the US dollar since March. Rodrigo also talks through the latest activity data form China, looks ahead to US retail sales today and prepares us for a week that could see a lot of movement in the US Big Beautiful Bill.


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

  continue reading

1432 episodes

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