EPISODE · Oct 12, 2025 · 16 MIN
Hot air on rare earths
from NAB Morning Call
Monday 13th October 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets threw a bit of a hissy fit on Friday over US threats of 100% tariffs on China, and the meeting between Xi and Trump supposedly cancelled. But how much of it is hot air? If you look at the latest gambling odds from Polymarket, there’s only an 11% chance of a 100% tariff on China by November 1st and a 67% chance the two presidents will meet before the end of the month. Phil asks NAB’s Ray Attrill if we are simply seeing another TACO moment, in which case, will the markets settle down today? Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Monday 13th October 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABMarkets threw a bit of a hissy fit on Friday over US threats of 100% tariffs on China, and the meeting between Xi and Trump supposedly cancelled. But how much of it is hot air? If you look at the latest gambling odds from Polymarket, there’s only an 11% chance of a 100% tariff on China by November 1st and a 67% chance the two presidents will meet before the end of the month. Phil asks NAB’s Ray Attrill if we are simply seeing another TACO moment, in which case, will the markets settle down today? Hosted on Acast. See acast.com/privacy for more information.
NOW PLAYING
Hot air on rare earths
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.