EPISODE · Jul 21, 2025 · 15 MIN
Markets pulled between earnings and tariffs
from NAB Morning Call
Tuesday 22nd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities rose to new highs in this session, buoyed by positive earnings results, but pulled back, perhaps on the reality check that Liberation Day Mark 2 is a little over a week away, The European Commission has said they will be meeting early next week to discuss counter measures if a deal isn’t reached with the US. Scott Bessent has also suggested secondary tariffs will be more seriously applied to a deal with China. NAB’s Taylor Nugent joins Phil to talk through the latest trade developments, plus the follow-through from Japan’s election result, yesterday’s New Zealand CPI and what central bankers might be saying today. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Tuesday 22nd July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS equities rose to new highs in this session, buoyed by positive earnings results, but pulled back, perhaps on the reality check that Liberation Day Mark 2 is a little over a week away, The European Commission has said they will be meeting early next week to discuss counter measures if a deal isn’t reached with the US. Scott Bessent has also suggested secondary tariffs will be more seriously applied to a deal with China. NAB’s Taylor Nugent joins Phil to talk through the latest trade developments, plus the follow-through from Japan’s election result, yesterday’s New Zealand CPI and what central bankers might be saying today. Hosted on Acast. See acast.com/privacy for more information.
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Markets pulled between earnings and tariffs
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