EPISODE · Jan 22, 2025 · 11 MIN
AI Masterplan and earnings boosts tech
from NAB Morning Call
Thursday 23rd January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere weren’t massive moves in any asset classes overnight. NAB’s Skye Masters says bonds were range bound with very little in the way of data, and nothing concrete from any of President Trump’s more contentious plans, particularly tariffs. It seems a review of trade will be completed on April 1st, so we could face several months of speculation before details firm up, meanwhile tech stocks have done well, in part because of strong earnings, such as Netflix after the close yesterday, as well as Trump’s proposed AI Masterplan. It’s second tier data today and tomorrow night, including Canadian retail sales and the US weekly jobless claims numbers. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Thursday 23rd January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABThere weren’t massive moves in any asset classes overnight. NAB’s Skye Masters says bonds were range bound with very little in the way of data, and nothing concrete from any of President Trump’s more contentious plans, particularly tariffs. It seems a review of trade will be completed on April 1st, so we could face several months of speculation before details firm up, meanwhile tech stocks have done well, in part because of strong earnings, such as Netflix after the close yesterday, as well as Trump’s proposed AI Masterplan. It’s second tier data today and tomorrow night, including Canadian retail sales and the US weekly jobless claims numbers. Hosted on Acast. See acast.com/privacy for more information.
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AI Masterplan and earnings boosts tech
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