NAB Morning Call Too much of a good thing
Aug 15, 2024
Rodrigo Catril, a market research expert, shares insights on the unexpectedly strong US retail sales and their impact on equities and bond yields. He discusses how this signals resilience against recession fears, affecting Federal Reserve policies. The conversation highlights the UK’s modest GDP growth and the challenges facing Europe amidst rising yields. Catril also explores the relationship between weather patterns and retail trends, as well as the paradox of rising employment but increasing unemployment in Australia.
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