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Bad Medicine and Lots of Hope Priced In

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Manage episode 475721631 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.

Tuesday 8th April 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets were momentarily excited earlier when it seemed that the President might be delaying tariffs for 90 days. Up to that point US equities were continuing to spiral lower, but newfound optimism that Trump might moderate his approach saw a swift reversal. When it emerged that the story was nothing but fake news and, if anything, the President was digging his heals in harder, markets didn’t immediately return to their session lows. NAB’s Tapas Strickland says part of that could be because more CEOs are speaking out against the tariffs and that could force the plans to be rolled back. But, Phil asks, does that mean market have further to go if it becomes clear that the tariffs will stick, and go beyond a temporary negotiating tool.


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

  continue reading

1421 episodes

Artwork
iconShare
 
Manage episode 475721631 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.

Tuesday 8th April 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


Markets were momentarily excited earlier when it seemed that the President might be delaying tariffs for 90 days. Up to that point US equities were continuing to spiral lower, but newfound optimism that Trump might moderate his approach saw a swift reversal. When it emerged that the story was nothing but fake news and, if anything, the President was digging his heals in harder, markets didn’t immediately return to their session lows. NAB’s Tapas Strickland says part of that could be because more CEOs are speaking out against the tariffs and that could force the plans to be rolled back. But, Phil asks, does that mean market have further to go if it becomes clear that the tariffs will stick, and go beyond a temporary negotiating tool.


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

  continue reading

1421 episodes

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