Tapas Strickland

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3,313 appearances 30 recordings 1 series first heard Sep 2024 last heard Aug 2025

Tapas Strickland’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Bunker down and pizza · 22 Jun 2025 podcast

Um but also just

worth noting for Australian listeners, um especially in the retail sector, um the UK uh publishes uh retail um sales the online measure is a percent and when you look at the percentage of online sales in the UK uh that is now sitting at twenty seven point two percent of all retail sales.

Yeah, so for Australia it's hovering around the sixteen to seventeen percent mark.

So that can maybe give you some kind of benchmark for where these kind of trends are going, uh just given that the UK online market is a little bit more developed than say the Australian on online market.

Yes, yeah, so relatively soft there.

So uh you'd still say the activity For April

Yeah, but it notwithstanding, still have to say the impulse for Canada is relatively slow.

Uh this week we get Canadian inflation figures.

So I think they're gonna be looked at quite closely to see whether there's room for the Bank of Canada to cut rates again.

Good question.

Uh so at least the consensus suggests uh the PMIs in the US are going to be higher in the level sense than the PMIs in Europe.

Uh and if you look at data surprise indices, it's no doubt that the data flow in the US has disappointed expectations over the past month, but the data flow itself is still relatively stronger than the data flow in Europe.

Uh so I guess it it remains to be seen whether you can get

Yet uh US underperformance relative to Europe.

And the P mines today are going to be watched quite closely.

But for me, the other thing that I'm looking at in terms of Europe is uh NATO heads of state are meeting at The Hague in the Netherlands this week, I think from Tuesday.

And the focus is really going to be on defense spending.

Uh the NATO officials have been talking about a 5% of GDP spend envelope, which would be drastically higher than the current median spend, which is about 2.1% of GDP.

And uh there's been a few prime prime ministers of a few countries such as Spain have really pushed back on spending five percentage points of GDP on on defence.

And there's a s strong target of three and a half percent on direct defence and a commitment of one point five percent to wider security spending.

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