Unexpected hawks and doves
About this episode
The episode discusses the impact of geopolitical tensions on oil prices and the implications of inflation on bond yields and interest rates.
Thursday 3rd September 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Unease in the Gulf continues to push oil prices higher today and fears of persistent inflation mean bond yields continue to rise in Europe. expectations for rate hikes, eve n as they moderate a little in the US. NAB’s Gavin Friend joins Phi to talk through a mixed session, influenced by a hawkish Bank of Canada, a dovish RBNZ and words from the fed’s John Williams suggesting inflationary pressures in the US might be easing. Meanwhile yesterday’s stronger than expected GDP numbers for Australia reinforce NAB’s view that the RBA will hike later this month. Hosted on Acast. See acast.com/privacy for more information.
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