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Markets cautious in data drought
Season 9 · Episode 228

Markets cautious in data drought

NAB's Skye Masters says Fed speakers are getting the attention right now, in the absence of US data.

NAB Morning Call · NAB - The Morning Call

October 9, 202517m 7s

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Show Notes

Friday 10th October 2025


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The US shutdown continues and the data drought continues, hence, markets are a little more cautious and central bankers seem to be erring on the side of caution (RBNZ being the exception). NAB’s Skye Masters joins Phil to decipher some of the comments from central bank speakers and looks at a couple of interesting papers from the Boston and Dallas Fed. Plus, with Japan now under new management, how are markets responding to that? Michelle Bullocks testimony to the senate economics committee will be one highlight today, along with Canada’s employment data, which could determine the next move by the BoC.


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