Angst over AI, oil and austerity

Podcast: NAB Morning Call · Phil Dobbie

Opublikowano: 2026-10-18

Monday 19th October 2026 NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NAB Phil talks to NAB’s Rodrigo Catril about this morning’s volatile backdrop for global financial markets, driven by tech sentiment, geopolitical pivots, and domestic unrest. Equity markets ended the week under pressure, led by a 2.1% drop in the Nasdaq on Friday as investors focused on the escalating debt and borrowing costs associated with the massive AI data center build-out, with firms like CoreWeave at the center of credit stress. Geopolitical uncertainty flared after President Trum...