EPISODE · Nov 12, 2024 · 16 MIN
A brighter future for optimists
from NAB Morning Call
Wednesday 13th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS markets continue to embrace the optimism of a pro-growth Trump presidency, even as equities back off their highs a little in this session. The US dollar, meanwhile, continues to strengthen and the latest Bank of America Global Fund Managers Survey shows investors exposure to equities has hit the highest level since 2013. NAB’s Gavin Friend joins Phil today to talk through the latest US market action, as well as yesterday’s NAB Business Survey and Westpac Consumer Confidence Survey, both of which showed an uptick in sentiment. Today’s big number is US CPI, but can it really give us an idea of the direction of travel when so much depends on Trump’s policies early next year? Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Wednesday 13th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS markets continue to embrace the optimism of a pro-growth Trump presidency, even as equities back off their highs a little in this session. The US dollar, meanwhile, continues to strengthen and the latest Bank of America Global Fund Managers Survey shows investors exposure to equities has hit the highest level since 2013. NAB’s Gavin Friend joins Phil today to talk through the latest US market action, as well as yesterday’s NAB Business Survey and Westpac Consumer Confidence Survey, both of which showed an uptick in sentiment. Today’s big number is US CPI, but can it really give us an idea of the direction of travel when so much depends on Trump’s policies early next year? Hosted on Acast. See acast.com/privacy for more information.
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A brighter future for optimists
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