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 · Bad Medicine and Lots of Hope Priced In · 7 Apr 2025 podcast

Um and so that's that's the un un uncertainty. voice-verified

And so that limits the ability of the Fed to respond aggressively in that situation. voice-verified

So I think all eye is gonna be on uh voice-verified

inflation reads and inflation expectations and just to see if ha to what extent can the Fed uh respond to a creep up in the unemployment rate because of all this trade uncertainty. voice-verified

Well, if you go back to his campaign rhetoric, it was too uh he talked about a minimum across the board tariff of ten ten to twenty percent. voice-verified

Um and so I guess that's probably where uh one uh avenue you could think about where things are gonna land. voice-verified

Uh that's m perhaps where it end ends up landing. voice-verified

But there's just a lot of uncertainty here right now, as you said, conflicting priorities uh and conflicting aims on on trade. voice-verified

policy, is it to raise revenue, is it to balance the trade deficit, uh or is it to get fairer trade? voice-verified

Um all very un un uncertain terms at the moment. voice-verified

Yes, and I think that's a key thing. voice-verified

The the Net Business Survey, the survey period predates uh the latest escalation in trade tension, so it should be interpreted in in that way. voice-verified

There is a weekly consumer confidence um measure uh put out by ANZ and Roy Morgan. voice-verified

So that's probably worth looking at just to see exactly uh are consumers starting to become a bit more nervous, especially just given the very sharp uh equity market sell off there. voice-verified

And does that have implications for for Australia? voice-verified

So that's probably. voice-verified

Gonna be. voice-verified

It's also very quiet offshore. voice-verified

So in Japan we get the balance of trade, get a few ECB speakers and in the US we get the N R F small business survey and the Feds Daily, but nothing really to move markets. voice-verified

I think markets are gonna be headline watching uh just like they were last night as well. voice-verified

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