Tapas Strickland

speaker

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 · Fed all agree to hold, but mixed view on dots as outlook weakens · 18 Jun 2025 podcast

Um so uh that reference week starts on the on the fourth of May, but that may capture some of the hiring associated with the recent federal election that was held on the third of May.

Uh and so it could be

That you get a little bit of a boost from election hiring.

So NAB expects a thirty thousand rise in employment and for the unemployment rate to hold steady at four point one percent.

I think they're one of the last and uh almost followed up by us because we reported just a couple of weeks ago as well.

Uh so uh uh our B and Z colleagues are expecting a uh zero point seven percent Q on Q rise, and that would be above the R B and Zero point four percent estimate uh in the May MPS.

Oh definitely.

And uh the BOE on hold, but still penciling in a few cuts uh towards the back end of this year.

Norgas Bank on hold as well and really looking towards the September meeting for the next uh rate cut coming from them.

And the Swiss National Bank expected to cut expected to cut rates to zero.

And then I guess the question is thereafter, are they cutting into negative territory?

So I think that'll be pretty interesting.

No, no, I I guess that just highlights the uh uh uh uncertainty at the moment.

I think FedShare Powell uh kind of said it in terms of the dot plot there.

It's uh i i i d take it with a bit of uh a bit of a grain of salt 'cause um policy is just very hard to determine in this kind of environment, just given there's so much uncertainty.

NAB Morning Call · NVIDIA beats of revenue, but misses on margin · 28 May 2025 podcast

Good morning Phil. matched

Yes, those F M C minutes weren't all that market moving, but just worth emphasizing uh three interesting points uh that were contained within. matched

And one of them was uh many participants remarked that reports from their business contacts or surveys indicated that firms generally were planning to either partially or fully pass on tariff related cost increases to consumers. matched

So it does seem like uh CPI inflation, PC inflation matched

should start to lift in the coming months as those firms do pass on those costs. matched

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