Not much ado about nothing much
A quiet session, with no bad news giving a refocus on the Fed and other central banks. JBWere’s Sally Auld says we shouldn’t discount further systematic uncertainty as rates rise.
NAB Morning Call · NAB - The Morning Call
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Show Notes
Wednesday 29th March 2023
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There wasn’t much happening yesterday and overnight, so markets were relatively calm. The US senate banking committee quizzed the regulator over banking collapses and perhaps reassured markets that the future looked more peaceful. But JBWere’s Sally Auld says we can’t assume nothing else will break as capital is repriced with rising rates. Australian inflation data is released today after a small positive move up in retail sales in February. It’s the last piece of data to feed into the RBA decision next week, with the evidence leaning to a lift either next week or next month.
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