EPISODE · Feb 27, 2024 · 14 MIN
All quiet at the casino, all eyes over the ditch
from NAB Morning Call
Wednesday 28th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJapan’s inflation is down, but not quite as much as expected. That’s raised expectation from some that the BoJ will use this as a reason to lift rates. Phil asks NAB’s Taylor Nugent whether they need to. Japanese exports seem to be benefiting from a lower Yen right now. Meanwhile US equities have plateaued. Warren Buffet described it as a casino, suggesting investors focused on stocks that it would be hard to imagine doing without. Like coca cola. Vested interest perhaps? Today the focus is on what the RBNZ does. NAB and BNZ are not expecting a rate rise, but the language at the press conference should be interesting. Inflation is proving troublesome. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Wednesday 28th February 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABJapan’s inflation is down, but not quite as much as expected. That’s raised expectation from some that the BoJ will use this as a reason to lift rates. Phil asks NAB’s Taylor Nugent whether they need to. Japanese exports seem to be benefiting from a lower Yen right now. Meanwhile US equities have plateaued. Warren Buffet described it as a casino, suggesting investors focused on stocks that it would be hard to imagine doing without. Like coca cola. Vested interest perhaps? Today the focus is on what the RBNZ does. NAB and BNZ are not expecting a rate rise, but the language at the press conference should be interesting. Inflation is proving troublesome. Hosted on Acast. See acast.com/privacy for more information.
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All quiet at the casino, all eyes over the ditch
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