Monday 17th October 2022NAB Markets Research DisclaimerFinancial Services Guide | Information on our services - NABUS Treasury yields rose higher still on Friday as markets absorbed Thursday’s inflation print and the expectation of faster hikes and a higher terminal rate from the Fed. Despite the hikes so far, there’s few signs of a slowdown, with NAB’s Rodrigo Catril pointing to Friday’s retail numbers which showed yet more resilience in spending from US consumers. We look at how this is all playing into the weakness of the Australian dollar. And then there’s the UK! Will they have a change of Prime Minister, will a complete reversal in policies be enough to stop the BoE picking up its pace of increase, and if it is, what does that mean for the pound. Plus, the China People’s Congress, the fall in oil prices and much more besides. It’s a busy start to the week. Hosted on Acast. See acast.com/privacy for more information.

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