New US tariffs on Chinese imports kicked in over the weekend. NAB’s Rodrigo Catril anticipates the market reaction, whilst consumer sentiment I the US records a big drop.
US CPI numbers came in much higher than expected, with a swift market reaction. NAB’s David de Garis says the bond market reaction has been mature, but you could argue that the equity market has overreacted. Listen to why: https://t.co/UbdAjb9zja