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1 week ago | 
profstevekeen.substack.com | Steve Keen |Phil Dobbie
In 1944, at Bretton Woods, 44 countries agreed to make the US dollar the world's reserve currency. This decision inflated the dollar's value, making American exports expensive and imports cheaper. Donald Trump is now addressing this imbalance with tariffs on countries with high trade surpluses.
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Nov 27, 2024 | 
player.fm | Phil Dobbie
Thursday 28th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABA weaker dollar, falling share prices and very light trade. It’s close to the end of the month and Thanksgiving today in the US. NAB’s Ken Crompton returns rto the Morning Call to give is take on the market moves overnight on the back of largely unsurprising data from the US.
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Sep 29, 2024 | 
player.fm | Phil Dobbie |Amit Varma |Renee Montgomery
Monday 30th September 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABWhat impact will attacks in the Middle East have on markets now? Israel is working hard to neutralise Hezbollah and other Iranian proxy combatants, with attacks on Lebanon and Yemen. It’s the first question Phil put to NAB’s Tapas Strickland on this morning’s podcast.
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Sep 6, 2024 | 
player.fm | Phil Dobbie
Friday 6th September 2024Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. China won’t achieve its 5% growth target this year. Yan Wang, Chief Emerging Markets & China Strategist at Alpine Macro, says the forward indicators show it won’t happen. So, what next for China? Yan says a shift in government policy is needed. Their focus has been on developing new, higher income sectors, such as EV manufacture.
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Jul 12, 2024 | 
player.fm | Phil Dobbie |Amit Varma |Kara Goldin
Friday 12th July 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABNAB has been looking at a variety of high frequency data sources to see how quickly workers are returning to the office. In this edition NAB’s Tapas Strickland says the trend seems to have stalled at 75% of pre-COVID levels. Credit analyst Evy Noble says this is also reflected in occupancy levels, although there is a large variation from one capital city to another.
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Jun 12, 2024 | 
player.fm | Steve Keen |Phil Dobbie
What Drives You, with over 70 million downloads and 1,350 episodes, gets to the root causes of personal transformation. Join elite athlete, personal development guide, serial entrepreneur, author, and father of nine Kevin Miller as he conducts deep dives with our world's greatest transformational luminaries to gain clarity on what we want and our motives for wanting it. This brings us into alignment so we can drive further and faster with less effort, and most importantly, enjoy the ride on ...
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Jun 2, 2024 | 
player.fm | Phil Dobbie
Monday 3rd June 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABEurope’s core inflation number rose slightly on Friday. That won’t change the ECB’s bolted-on decision to cut rates this week, but the likelihood of more than one other cut this year is diminishing. NAB’s Tapas Strickland says Friday’s Core PCE Deflator number in the US was lower than last time, but if it had been 0.002% higher it would be the same as last time.
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May 29, 2024 | 
player.fm | Phil Dobbie
Thursday 30th May 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABAustralia’s monthly CPI reads are always to be treated cautiously. Nonetheless, the surprise rise in inflation did create a response on Asian markets, pushing Aussie yields higher. JBWere’s Sally Auld talks about how weaker bond demand in US 7-year note auction added to the yield sell-off. Australia wasn’t the only inflation surprise. German CPI also rose.
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May 28, 2024 | 
player.fm | Phil Dobbie
Tuesday 28th May 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere were two bond auctions in the US overnight – for 2 year and 5 year treasuries. Both saw weaker demand than expected. Phil asks NAB’s Ken Crompton if investors are weary of the size of bond supply this year. Meanwhile US consumer confidence rose more than expected. Yesterday we saw weaker retail numbers than expected, but part of that can be explained away by the timing of Easter.
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May 23, 2024 | 
player.fm | Phil Dobbie
Thursday 23rd May 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABStronger than expected PMIs in the US – for manufacturing and services – have pushed bond yields higher. Equities, which started the session strong on the back of the NVIDIA earnings, have also fallen sharply today as pricing for rate cuts by the Fed gets pushed back further.
