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

There's also heaps of Fed speak there, but uh really hard to see that really move markets, especially given that we've just had the Fed minutes as well. matched

NAB Morning Call · Should we be worried about US yields? · 21 May 2025 podcast

Probably the biggest market development overnight is that continued sell-off in the longer end of the yield curve. matched

And when you look over a 24-hour period, the US ten year yield is up around 10 basis points, currently at around 4.59%. matched

And uh around five to seven basis points of that 10 basis point move that we've seen over the past 24 hours really came after that relatively soft $16 billion matched

twenty year auction there. matched

So uh the auction did did tail. matched

Uh so it does suggest some pretty soft demand metrics there. matched

And that investors out there uh are requiring more more compensation um to to part with with their money to invest in US government debt. matched

And that whole uh sell America trade, uh the dichotomy between uh rising US yields and a falling US matched

Dollar has reasserted itself again. matched

And in that environment, you've also seen gold higher, you've seen Bitcoin higher, and you've seen US equities down. matched

So you could say there's a little bit more angst about the US fiscal position. matched

There's been no real data flow to really drive any of these moves. matched

So I think it's more around the longer term thematic about longer term bond yields, rising fiscal deficits right around the matched

But particularly in the US as uh the US House debates. matched

Yeah. matched

Well it seems it's exactly when it is matched

Oh, I think it should start to set off a few warning bells out there, particularly for r risk risk assets. matched

Uh and also in terms of what the US uh administration is trying to achieve, in terms of uh reining in the uh trade deficit, um uh trying to cut taxes at the same time, which is effectively uh blowing out the US fiscal position again. matched

I've seen some estimates out there that suggest the uh the deficit could first matched

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