About this episode

Phil Dobbie and Rodrigo Catril discuss the complexities of month-end rebalancing, the ongoing conflict in the Gulf, and economic indicators affecting Australia and China.

Tuesday 1st September 2026 NAB Markets Research Disclaimer   Financial Services Guide | Information on our services - NAB Month end rebalancing has been complicated by Scott Bessent talking up the case for successive rate rises by the Bank of Japan, to help boost the Yen, whilst attacks from both sides in the Gulf has reaffirmed that the war is not over and oil prices aren’t likely to come down anytime soon. NAB’s Rodrigo Catril joins Phil to talk through all this, plus the continued weakness in the Chinese economy, and the latest data to feed into tomorrow’s Australian GDP numbers.  Hosted on Acast. See acast.com/privacy for more information.

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