A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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The Bessent ‘Safe Hands’ Bonanza
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Manage episode 451927047 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://ro.player.fm/legal.
Tuesday 26th November 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets have reversed their position a little for the first time since the US election results. NAB’s Rodrigo Catril says it reflects the response to Scott Benson as the likely new Treasury head, who is seen as a more moderate, safe pair of hands, who won’t impose blanket tariffs. That news has strengthened the Euro and helped the share price of US mid-caps who might have seen input prices rise if such a radical policy was imposed quickly. The day’s other positive news was the possibility of an Israel Hezbollah ceasefire. There’s nothing more concrete than positive words from the White House national security spokesperson, but it was enough to drive oil prices significantly lower. Rodrigo also tells us why tomorrows FOMC minutes will be particularly important, and why the latest NZ data won’t change the course of the RBNZ this week.
Hosted on Acast. See acast.com/privacy for more information.
1282 episoade
MP3•Pagina episodului
Manage episode 451927047 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://ro.player.fm/legal.
Tuesday 26th November 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Markets have reversed their position a little for the first time since the US election results. NAB’s Rodrigo Catril says it reflects the response to Scott Benson as the likely new Treasury head, who is seen as a more moderate, safe pair of hands, who won’t impose blanket tariffs. That news has strengthened the Euro and helped the share price of US mid-caps who might have seen input prices rise if such a radical policy was imposed quickly. The day’s other positive news was the possibility of an Israel Hezbollah ceasefire. There’s nothing more concrete than positive words from the White House national security spokesperson, but it was enough to drive oil prices significantly lower. Rodrigo also tells us why tomorrows FOMC minutes will be particularly important, and why the latest NZ data won’t change the course of the RBNZ this week.
Hosted on Acast. See acast.com/privacy for more information.
1282 episoade
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