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Did I say April? I meant March.

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Manage episode 468767695 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 28th February 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump has made some more sharp moves on tariffs. The date for Mexico and Canada is now back to the middle of next week, and a further 10 percent is to be imposed on China at the same time. Phil asks NAB’s Gavin Friend about the market reaction and how much of this will actually come to fruition. UK Prime Minister Keir Starmer has been to the White House, but it seems Ukraine was off the agenda ahead of a ‘big deal’ supposedly being signed with Zelenskyy tomorrow. There’s also discussion on US PCE numbers and Australian capex. All very interesting, but clearly the focus is on which tariffs happen where and when (and by how much).


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

  continue reading

1391 episodes

Artwork

Did I say April? I meant March.

NAB Morning Call

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Manage episode 468767695 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 28th February 2025


NAB Markets Research Disclaimer

Financial Services Guide | Information on our services - NAB


President Trump has made some more sharp moves on tariffs. The date for Mexico and Canada is now back to the middle of next week, and a further 10 percent is to be imposed on China at the same time. Phil asks NAB’s Gavin Friend about the market reaction and how much of this will actually come to fruition. UK Prime Minister Keir Starmer has been to the White House, but it seems Ukraine was off the agenda ahead of a ‘big deal’ supposedly being signed with Zelenskyy tomorrow. There’s also discussion on US PCE numbers and Australian capex. All very interesting, but clearly the focus is on which tariffs happen where and when (and by how much).


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

  continue reading

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