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NAB Morning Call

Вміст надано NAB - The Morning Call and Phil Dobbie. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією NAB - The Morning Call and Phil Dobbie або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

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Tuesday 3rd December 2024

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Will Marine Le Penne push all the way to bring down the Barnier government in France? She said on Monday she would support a n confidence vote in the government but, as NAB’s Rodrigo Catril points out, that would force a more constrained default budget, offering none of what her National Party has been fighting for. Markets are responding to the possibility of a French government collapse this week. Elsewhere, US ISM’s overnight showed the continued strength in the US economy, raising questions about why the need to rush into cuts. Markets are expecting that if there is a rate cut this month, it’ll almost certainly be followed by a pause. Plus, what can we take out from Australian data yesterday, including stronger retail sales.

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