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A world of confusion
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Friday 31st July 2026
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As NAB’s Rodrigo Catril discusses with Phil this morning, there is still a lot of market confusion following Kevn Warsh’s press conference yesterday. Are markets worried that inflation could rise and the Fed does little to stop it? Meanwhile US GDP came in softer than expected, but the reverse was the case in Europe. Whilst in Japan the Yen rose, ahead of the BoJ meeting today. Presumably through some engineered currency intervention. And a record jump in Microsoft shares, because they beat on earnings and came below on capex spending, not many tech companies are doing that right now.
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