Episode Details
Back to Episodes
Courting global tariffs as US GDP takes a hit
Description
Monday 23rd February 2026
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
Phil sits down with NAB’s Rodrigo Catril to break down a chaotic weekend in US trade policy following the Supreme Court's ruling against previous tariff structures and the administration's subsequent pivot to a global 15% tariff. They discuss the ripple effects across global markets—including a surprisingly resilient Aussie dollar—while analysing a significant miss in US Q4 GDP and the implications of rising core PCE on future Fed easing. They also touch on the latest global PMI data, showing unexpected strength in the UK and Germany, and preview a busy week ahead featuring Australian CPI and insights from Fed officials on the economic impact of AI.
Hosted on Acast. See acast.com/privacy for more information.