Shifting balance of risks sees February 2025 firm for first rate cut – but easing still likely gradual.
Insight
Who keeps some balance on trade now Cohn has quit? Phil Dobbie talks to @NAB’s Rodrigo Catril about the volatility around President Trump’s growing tariff talk
As Phil Dobbie discusses with NAB’s Rodrigo Catril, there are reports that Trump will extend tariffs further against China in retaliation for intellectual property theft. So how concerned should we be about a trade war?
https://soundcloud.com/user-291029717/with-cohn-gone-trump-is-unbalanced-on-trade
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