NAB Morning Call US & Europe: Divided they stand
Feb 17, 2025
Tapas Strickland, NAB’s expert market economist and strategist, dives into the complexity of European defense amid rising geopolitical tensions. He discusses how U.S. pressure for Europe to boost self-reliance is driving a surge in defense stocks. The conversation highlights implications of OPEC+ decisions on oil prices and explores Japan's unexpectedly strong GDP growth. Strickland also critiques the Reserve Bank of Australia's cautious stance on interest rate cuts while unpacking the intricate dynamics between the EU, the U.S., and the ongoing crisis in Ukraine.
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