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

So at least uh the RBA is putting a little bit of um a l a little bit of downward pressure in terms of their inflation and wages forecast, but not yet uh ready to declare that Nehru is lower in this environment. matched

That's gonna be a really interesting aspect. matched

And um just uh maybe drawing it back towards uh some of the weakness we've seen in equity markets o uh overnight. matched

No doubt that weakness really accelerated post that weak um twenty year auction there. matched

Uh but just prior to that, um just before the open, you also had a number of US retailers reporting uh and uh target uh quarterly sales uh fell in part because of softer spending on discretionary items. matched

So I thought that matched

That was really interesting. matched

And kind of echoing those uh notions that were coming out of the statement on monetary policy in in Australia, um, that soft spending on discretionary uh items was benefiting uh some US retailers uh who um operate in a more price-conscious way. matched

Uh so when you look at TJX, uh it says its comparable sales rose three percent as consumers traded across and and traded down. matched

So I thought that was an interesting aspect. matched

And then coming matched

Coming back towards um uh profitability, uh it looked like uh Target was gonna tr um attempt to lift lift prices in reaction to the tariffs while other retailers were saying that they're gonna absorb it. matched

So it basically hit it hit it on the margin. matched

So uh I I think some really interesting developments uh occurring in the US retail sector at the moment. matched

Um so in terms of how does that pan out in terms of relative performance there. matched

Um matched

When you look at the uh consensus for the preliminary PMIs, uh in the US, um the consensus is that the services PMI picks up a little uh to 51.0 from 50.8, uh but the manufacturing PMI dips um back to 49.8 from 50.2. matched

Um and then uh on the Eurozone side, um the consensus is for a small lift in the manufacturing PMI and also for a small lift in the services. matched

PMI there. matched

So we'll just have to see exactly how the data pan pans out there. matched

Showing 1001–1020 of 3,313 · page 51 of 166