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

No, good news. matched

Um it does suggest though you shouldn't overly extrapolate the rise that we've seen. matched

Uh so uh a few estimates out there suggest that on that services CPI, which rose to five point four percent year on year versus four point eight percent expected, if you stripped out the volatile items such as airfares and the index categories, so the government administered prices, that would see services inflation actually falling down to three point eight percent. matched

From four point four percent. matched

Yeah, yeah. matched

So uh it's uh so I'd be I'll just caution not to extrapolate too far. matched

But again, um this was still above most analysts' ex expectations there. matched

So when you look at the pricing for Bank of England rate cuts out there, it has been paired, but it hasn't been paired by that much. matched

So there's 38.3 basis points of cuts priced by the end of 2025, and that's down from 41.5 basis points uh the the day prior. matched

So a little bit of pairing back, but not a dramatic pairing. matched

going back because when you look underneath the hood, a lot of it is driven by that government administered prices and and their fair components. matched

But still not a good look either way. matched

Yeah. matched

Yeah, I I think matched

Budgets right around the world are being challenged at the moment. matched

We'll just have to see. matched

But uh at least it it looks like the finance minister has previously indicated that now they're gonna maintain the previous forecast of a small surplus by fiscal year twenty twenty nine. matched

Yeah, so that's that's what I found quite quite fascinating. matched

So um firms were reporting that there hasn't been too much of a change in consumer behaviour from the February in interest rate cut. matched

And uh at least most forecasters, including ourselves at at the time, had expected uh as real incomes uh started to rise, as inflation started to ease back, um, that you'd start to see consumer um spending picking up and that hasn't really occurred in the meaningful matched

Showing 961–980 of 3,313 · page 49 of 166