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 · The bounce and the Beautiful Bill · 14 May 2025 podcast

Um so Australia's seen very little real wages growth. matched

So uh to w w to the extent that wages pressure has been driving uh the inflation, um then that obviously suggests that that's not a matched

big overwhelming driver for the inflationary process. matched

No, no, I don't think so. matched

And I think the uh debate at the RBA is going to be uh do they cut by uh twenty five basis points or do they cut by fifty basis points? matched

Um in regards to where the unemployment rate is is going, uh we think it will be unchanged at four point one percent. matched

It's a pretty volatile survey there, but uh the labour market in Australia still remains uh relatively resilient and uh I think the RBA was forecasting an unemployment rate around four point two percent in Q two. matched

So the labour market broadly matched

tracking tracking where the RBA had last thought it to be back in February. matched

Definitely. matched

And I think we also get the PPI. matched

Um so uh producer requires is going to be quite quite important just to see the initial stage of potential uh tariff uh price led in increases there. matched

Uh the Feds pal is also speaking there, so uh I don't think he'll really add too much, but uh you never know. matched

Um and then the other one which I'll be looking at quite closely is is Walmart. matched

So Walmart reports uh earnings. matched

Walmart obviously being a very uh large US retailer. matched

Yes, yes, that's right. matched

So we'll give a bit of insight in terms of uh how they're seeing the US economy, how they're seeing the uh the recent uh US uh China deal as well. matched

NAB Morning Call · Will US jobs survive the tariff war? · 4 May 2025 podcast

Good morning, Phil.

Yes, there was definitely a risk on s session on Friday and really started uh in the Asian time zone when those reports came out uh that uh China was hinting um at uh assessing whether they were open for for talks.

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