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Digesting the Fed’s Transitory Inflation Assumption

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Manage episode 472499090 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://ppacc.player.fm/legal.

Friday 21st March 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


One of the takeouts from yesterday's FOMC meeting was Jerome Powell's view that the impact of tariffs on inflation is likely to be transitory. NAB’s Rodrigo Catril says markets are still expecting two or more cuts this year as a result. Today he looks at the market reaction to the Fed meeting, what happened at the Bank of England, and why Australian employer numbers yesterday were such a big miss.


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

  continue reading

1395 episodes

Artwork
iconShare
 
Manage episode 472499090 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://ppacc.player.fm/legal.

Friday 21st March 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


One of the takeouts from yesterday's FOMC meeting was Jerome Powell's view that the impact of tariffs on inflation is likely to be transitory. NAB’s Rodrigo Catril says markets are still expecting two or more cuts this year as a result. Today he looks at the market reaction to the Fed meeting, what happened at the Bank of England, and why Australian employer numbers yesterday were such a big miss.


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

  continue reading

1395 episodes

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