NAB Morning Call Them and the rest of us
Nov 6, 2024
Gavin Friend, a market economist and strategist at NAB, shares his insights on the aftermath of the US Presidential election. He highlights a notable 'Trump trade' with rising US dollar and equities, while European markets take a hit. Gavin discusses potential impacts on key players like the Fed and Bank of England, speculating on Trump's tax cuts affecting US rates. The conversation also touches on China's upcoming stimulus and the broader implications for global markets and trade relations, particularly with Europe.
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