EPISODE · Jul 15, 2025 · 17 MIN
Are tariff impacts beginning to show?
from NAB Morning Call
Wednesday 16th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump suggested that the latest US inflation numbers are weak and that the Fed should cut by3 points - presumably 300bp. But, as NAB’s ken Crompton outlines, the data is more likely to delay the Fed. Why? Because markets responded positively to the data initially, on further examination it’s clear that inflation is picking up in areas most impacted by tariffs. A cut at the end of the month from the Fed now looks less likely. Ken also talks to Phil about China’s mixed activity data, the optimism of analysts in Europe’s ZEW survey, yesterday’s Aussie consumer confidence number and what we can glean from US corporate earnings. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Wednesday 16th July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABPresident Trump suggested that the latest US inflation numbers are weak and that the Fed should cut by3 points - presumably 300bp. But, as NAB’s ken Crompton outlines, the data is more likely to delay the Fed. Why? Because markets responded positively to the data initially, on further examination it’s clear that inflation is picking up in areas most impacted by tariffs. A cut at the end of the month from the Fed now looks less likely. Ken also talks to Phil about China’s mixed activity data, the optimism of analysts in Europe’s ZEW survey, yesterday’s Aussie consumer confidence number and what we can glean from US corporate earnings. Hosted on Acast. See acast.com/privacy for more information.
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Are tariff impacts beginning to show?
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