Ray Attrill

Ray Attrill, a Senior NAB Markets strategist, dives into the intriguing dynamics of recent market movements. He analyzes the sharp drop in gold and silver, attributing it to speculative behaviors and ETF-driven buying. The uncertainty surrounding Trump's remarks about a potential meeting with Xi adds to market volatility. Ray also discusses the breakdown of typical asset correlations, questions the sustainability of sub-4% Treasury yields, and explores how shifts in Canadian and UK CPI might influence central bank rate decisions.

Ray Attrill, a Senior Markets Strategist at NAB, dives into the recent market shifts, spotlighting the Aussie dollar's surprising rise influenced by US-China optimism. He discusses the impact of the PBoC's stronger yuan fixing and how RBA Governor Michelle Bullock’s cautious remarks recalibrated expectations for a November rate hike. The conversation also touches on key US economic indicators and the evolving landscape of global trade, providing listeners with valuable insights into current market dynamics.

In this discussion, Ray Attrill, NAB’s market economist and strategist, dives into the latest U.S. job openings data, revealing a drop to 7.2 million. He explains how this decline signals a weakening job market, influencing tech stock surges and lower bond yields. Ray also touches on the surprising growth of Australia’s GDP, driven by household consumption, alongside the contrasting dynamics in job sectors and the implications for interest rate forecasts. Stay tuned for insights on economic trends and future market expectations!

Ray Attrill, NAB's market economist and strategist, shares his insights on pivotal economic updates. He discusses the implications of new inflation data and the impact of a temporary Fed appointment on interest rates. The conversation also tackles geopolitical tensions, particularly the looming Trump-Putin meeting and its potential effect on oil prices. Attrill examines how tariffs, especially on gold, could reshape market dynamics, along with trends in employment data affecting central banks like Canada and Australia.

Ray Attrill, NAB's market economist and strategist, shares his expertise on recent market happenings. He discusses President Trump's unexpected 50% tariff on Brazilian imports and how markets surprisingly remained unfazed, even as US equities rose. Attrill delves into the implications for global trade and inflation, noting how exporters are adapting to tariff challenges. The conversation also touches on US job data, the Federal Reserve's stance on interest rates, and the Australian dollar's rise amidst shifting economic winds.

Ray Attrill, NAB's market strategist, dives into the whirlwind of market volatility sparked by new US tariffs. He discusses the unfolding uncertainty as negotiations commence with 18 nations and anticipates a turbulent week in financial markets. Attrill also examines OPEC+'s decision to boost oil production, hinting at a shift in pricing strategies. The conversation touches on Australian consumer spending trends and the looming rate decisions from the RBA and RBNZ, all while contemplating the broader implications for global economic stability.

Ray Attrill, NAB's market strategist with deep expertise in fiscal policies and trade negotiations, dives into the swirling chaos of global markets reacting to Donald Trump's tariff threats against the EU. He discusses how these tensions have triggered a 'Sell America' sentiment, with falling equities and rising bond yields. The conversation also touches on the looming risks for businesses, particularly tech giants like Apple, amidst fluctuating tariffs and currency shifts, while exploring broader economic implications tied to these trade dynamics.

Ray Attrill, NAB's expert on market dynamics, dives into the drops in bond yields amid weaker retail sales and anticipations of Federal Reserve rate cuts. He discusses the curious independence of equities, bonds, and the dollar, while oil prices fluctuate due to potential U.S.-Iran negotiations. Attrill also examines Australia’s robust labor market and its implications for monetary policy, addressing the possibility of a more cautious approach by the Reserve Bank of Australia amid optimistic expectations.

Ray Attrill, NAB's market strategist, dives into the latest tariff delays for Mexico and Canada and announces the hefty 25% tariffs set for Europe. He shares insights on how these changes are impacting market reactions and trade relations. With a weaker-than-expected CPI in Australia, Attrill highlights potential monetary policy shifts and rate cuts. The discussion also touches on trends in private construction and what these economic indicators could mean for future growth and consumer confidence.

Ray Attrill, NAB’s market economist and strategist, breaks down the critical actions of central banks, predicting rate cuts by the Fed and Riksbank, while others hold steady. He analyzes China's stagnant bank loan growth, urging a balanced fiscal policy for recovery. The discussion also touches on Japan's economic indicators and the cautious monetary approach due to political challenges. Finally, Attrill highlights the widening economic gap between the US and Europe as PMI data looms, with France facing credit downgrades amid economic struggles.