It's All About Inflation

Podcast: NAB Morning Call · Phil Dobbie

Opublikowano: 2026-09-30

Thursday 1st October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Global financial markets are navigating a sharp divergence between the US and Europe, driven entirely by conflicting inflation trends. On today’s edition of the NAB Morning Call, Phil Dobbie speaks with NAB’s Skye Masters to unpack why resilient US economic data, cooler-than-expected Core PCE prints, and upward GDP revisions are supporting Wall Street, even as 10-year Treasury yields push toward 5.30%. In contrast, hot European inflation prints across Germany and France are weighing on sent...