English Recording:

Host, Phil Dobbie, NAB’s Morning Call podcast host was joined by:

• Tapas Strickland, Head of Market Economics, Markets, Corporate and Institutional Banking, National Australia Bank
• Kenneth Crompton, Senior Interest Rate Strategist, Corporate and Institutional Banking, National Australia Bank

They shared their insights and discussed:

• Current economic conditions and the outlook for the Australian economy, with special reference to inflation trends.
• The strategy divergence between the RBA and other central banks.
• When will the significant tightening in monetary policy that has been underway since mid-2022 be more evident in the economic data.
• Impact on the yield curve of more restrictive RBA policy.
• The outlook for spread product as Semi government issuance increases.
• The upcoming liquidity withdrawal from Term Funding Facility (TFF) repayment, and possible active Quantitative Tightening (QT) beyond.

Watch the recording now.

 

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