Equites up as Apple brings it home

Thursday 7th August July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities are up at the close. Helped by an announcement that Apple will invest heavily domestic production. It seems investors have forgotten weaker ISM and jobs data over the last week. India has been hit with another 25bp in tariffs for purchasing oil from India, although President Trump is now hoping to resolve the Ukraine crisis, possibly meeting with Putin next week. NAB’s Gavin Friend talks through these events, plus stronger thane expected Europpean data, and looks ahead to the Bank of England meeting, where a cut is expected. The question is, how much by? Hosted on Acast. See acast.com/privacy for more information.