It’s been a year of surprises. US exceptionalism has long been talked about, but this year it particularly exceptional, particularly in relation to the rest of the world. Growth has picked up, the dollar has strengthened, and the share market has repeatedly hit new highs, driven by Trump, tech and the AI revolution. So, what does 2025 have in store?
The entire NAB Morning Call team - Sally, Skye, Ray, Rodrigo, Gavin, Tapas, Taylor and Ken - join Phil to crystal ball gaze on 2025. Will Trump push ahead with his tariff threat? What will that mean for international trade? Will China manage to find the ways and means to stimulate its domestic economy and, it not, what’s the impact on the CNY and the Aussie dollar? Could the Aussie fall below 60 US cents next year?
They also discuss the path of central banks next year. Speculation has been rife this year about who will cut when and by how far. There’s no clear agreement on the neutral rate that each bank is striving for. Does that mean we’ll see smaller movement in bond market.
A myriad of questions tackled in this special 40-minute episode, the final Morning Call of 2024. We’re back on January 13th, by the way. Usual time.
Podden och tillhörande omslagsbild på den här sidan tillhör Phil Dobbie. Innehållet i podden är skapat av Phil Dobbie och inte av, eller tillsammans med, Poddtoppen.
