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.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

Appearances

newest first · ▶ plays the moment

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

And more worryingly, several participants noted that firms not directly subject to tariffs might take the opportunity to increase their prices if other prices rise. matched

So a shift in maybe pricing power inflation expectations there. matched

And uh the Fed has been noting for some time about the importance of anchoring long term inflation expectations, but in the minutes they're talking about short term inflation expectations. matched

Because they've risen. matched

Firms may have the potential to parcel on those higher prices. matched

And that was also a notion that the Fed's Williams was talking about at a conference in Japan, talking about the Fed wants anchored inflation expectations right across the curve, not only at the longer end of the curve. matched

And I think that's a bit of a change in terms of Fed rhetoric. matched

A lot of focus has been on the longer end of inflation expectations, but now they're talking about the shorter end uh in terms of inflation. matched

So I found that really, really interesting. matched

I also suggest that BART's uh changing rates is probably higher and uh probably um ar argues towards if if there are rate cuts it's gonna be uh later uh in twenty twenty five. matched

When you look at Fed funds pricing now, uh there's forty five point eight basis points priced by the end of the year from forty eight point one basis points on Tuesday. matched

Uh and then the other two comments were really related to uh the market. matched

Market moves that we have seen. matched

We've been talking about the loss of US exceptionalism. matched

Is the US dollar's reserve currency status in jeopardy? matched

Like matched

And uh two comments in that vein. matched

Uh one said market contact suggested that rather than disinvesting away from US assets, global investors had instead sought to increase the hedging against the risk of further dollar depreciation. matched

Uh the manager noted that no evidence indicated that. matched

Foreign investors had sold material amounts of US assets. matched

Showing 781–800 of 3,313 · page 40 of 166