It’s back to risk-on, with trade hopes now expecting a rollback on some existing tariffs. NAB’s Tapas Strickland talks through a sharp market reaction.
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