Dollar up again, yields rising - but why?
The US dollar is higher again, bond yields keep rising. Phil asks NAB’s Rodrigo Catril if this is all to do with inflation concerns. Surely there’s a Trump factor priced in?
NAB Morning Call · NAB - The Morning Call
Audio is streamed directly from the publisher (sphinx.acast.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Tuesday 14th January 2025
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
The US dollar continues to rise. Bond yields are also pushing higher. How long can this continue for? How much is because of rising concerns about persistent inflation, and how much is priced in for Trump uncertainty? If it’s the latter, could some of these moves quickly unwind, particularly if the new president’s bark is worse than his bite? All questions Phil puts to NAB’s Rodrigo Catril on today’s podcast, plus the rising price of oil, trade data from China and the latest take-outs from speakers from the ECB, BoJ and the Fed.
Hosted on Acast. See acast.com/privacy for more information.