Ray Attrill

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.

Ray Attrill, an expert market economist and strategist at NAB, dives into the stark contrast between US exceptionalism and European economic woes. He discusses how higher-than-expected PMIs in the US highlight a robust market amid political unrest, while Europe struggles with sluggish performance. The conversation also explores the potential impact of Trump's tariff policies and shifting interest rate forecasts for various global economies. Attrill sheds light on the UK’s economic landscape and how these challenges may shape future central bank strategies.