EPISODE · Jul 20, 2025 · 17 MIN
Not so big in Japan.
from NAB Morning Call
Monday 21st July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt looks like Japan’s Prime Minister Ishiba has lost his majority, according to exit polls on Sunday. NAB’s Skye Masters says it was already priced into markets, with 30-year bond yields reaching record highs last week, but it comes at a bad time as Japan tries to negotiate a trade deal with the US, with the 1st August deadline looming. A deal might be reached with the EU this week or next, but President Trump has indicated he is inclined to a base tariff of 15 – 20%, even with a deal. A low level of data means the focus this week will be on tariff news, and corporate earnings, including Tesla and Alphabet in the middle of the week. Hosted on Acast. See acast.com/privacy for more information.
What this episode covers
Monday 21st July 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABIt looks like Japan’s Prime Minister Ishiba has lost his majority, according to exit polls on Sunday. NAB’s Skye Masters says it was already priced into markets, with 30-year bond yields reaching record highs last week, but it comes at a bad time as Japan tries to negotiate a trade deal with the US, with the 1st August deadline looming. A deal might be reached with the EU this week or next, but President Trump has indicated he is inclined to a base tariff of 15 – 20%, even with a deal. A low level of data means the focus this week will be on tariff news, and corporate earnings, including Tesla and Alphabet in the middle of the week. Hosted on Acast. See acast.com/privacy for more information.
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Not so big in Japan.
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