<p><strong>Monday11th November 2024</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Markets might be waiting for signs of the speed and magnitude of Trump’s expected import tariffs, but NAB’s Tapas Strickland says businesses are already indicating their response - building up inventories in the US whilst they determine as they consider whether to move more production to the US. China’s stimulus underwhelmed on Friday, focusing on reducing local government debt rather than provided direct stimulus to businesses and consumers. It’s a busy week for Australian data, with labour market numbers out on Thursday and the wage price index for Q3 on Wednesday, plus the NAB Business Survey tomorrow.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

NAB Morning Call

Phil Dobbie

The Morning After the Week Before

NOV 10, 202415 MIN
NAB Morning Call

The Morning After the Week Before

NOV 10, 202415 MIN

Description

<p><strong>Monday11th November 2024</strong></p><br><p><a href="https://www.nab.com.au/content/dam/nabrwd/documents/notice/corporate/nab-research-disclaimer.pdf" rel="noopener noreferrer" target="_blank">NAB Markets Research Disclaimer</a>&nbsp;</p><p><a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">Financial Services Guide | Information on our services -</a>&nbsp;<a href="https://www.nab.com.au/financial-services-guide?S_KWCID=SEACT" rel="noopener noreferrer" target="_blank">NAB</a></p><br><p>Markets might be waiting for signs of the speed and magnitude of Trump’s expected import tariffs, but NAB’s Tapas Strickland says businesses are already indicating their response - building up inventories in the US whilst they determine as they consider whether to move more production to the US. China’s stimulus underwhelmed on Friday, focusing on reducing local government debt rather than provided direct stimulus to businesses and consumers. It’s a busy week for Australian data, with labour market numbers out on Thursday and the wage price index for Q3 on Wednesday, plus the NAB Business Survey tomorrow.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>