More US exceptionalism

Monday 25th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFriday highlighted the difference between US exceptionalism and European pessimism. NAB's Ray Attrill explains how PMIs were higher than expected in America, lower than anticipated for the EU. Phil asks how much of the difference is down to anticipated impacts of Trump’s tariff agenda? With political unrest there seems no easy way for Europe to dig itself out of the malaise, short of reading Mario Draghi’s growth proposals. They also talk about the moves in market expectations for rate cuts, for the US, UK and the ECB, as well as for the RBNZ this week. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

Monday 25th November 2024NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABFriday highlighted the difference between US exceptionalism and European pessimism. NAB's Ray Attrill explains how PMIs were higher than expected in America, lower than anticipated for the EU. Phil asks how much of the difference is down to anticipated impacts of Trump’s tariff agenda? With political unrest there seems no easy way for Europe to dig itself out of the malaise, short of reading Mario Draghi’s growth proposals. They also talk about the moves in market expectations for rate cuts, for the US, UK and the ECB, as well as for the RBNZ this week. Hosted on Acast. See acast.com/privacy for more information.

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