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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Appearances
So in terms of a barrier to any rate cuts, it's not proving to be a barrier there.
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Uh and so uh we get Q one inflation data next week, so that's gonna be the biggest driver for domestic financial markets in uh Australia, though the offshore headwinds are probably the predominant factor for now.
matched
Uh definitely.
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And I think two other things are worth keeping a lookout for.
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So Tesla reports earnings on Tuesday and uh how they're navigating all the um trade uncertainty is going to be pretty important.
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And also the IMF Wii O forecasts uh as well.
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And there's usually some pretty good analysis.
matched
Um so no doubt there'll be some scenario analysis uh in terms of the impacts of uh the US administration's uh trade agenda and the impacts on the global economy and maybe on specific countries.
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As well.
matched
Phil, I was just gonna reply to you in a two word uh reply there, fake news.
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And fake news it was indeed.
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It seemed like that was a uh auto grab from an interview that Kevin Hassett had um where he was asked the question about a a ninety day pause, but he didn't give any inclination that the administration was thinking that way.
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But at least it was mis misreported and indeed that's what was a big driver behind the intraday moves in
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US equity markets there.
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Putting aside that fake news headline are really what is helping to calm markets a little bit, at least in terms of in terms of equities.
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And really it's um seems like three factors are starting to play in terms of investors' minds and it's still very, very early days here.
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Uh but the first one was uh CEOs are becoming less afraid to speak out against uh the Trump administration's trade policy.
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And I think we mentioned on the
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Nab Morning call a couple of weeks ago about a Yale CEO forum that had suggested many CEOs were worried about being singled out.
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But if uh the equity market were to fall fifteen to twenty percent more, this was two weeks ago, then they would be less afraid to um to actually speak out.
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Showing 1421–1440 of 3,313 · page 72 of 166
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