Unexpected hawks and doves
Thursday 3rd September 2026
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Unease in the Gulf continues to push oil prices higher today and fears of persistent inflation mean bond yields continue to rise in Europe. expectations for rate hikes, eve n as they moderate a little in the US. NAB’s Gavin Friend joins Phi to talk through a mixed session, influenced by a hawkish Bank of Canada, a dovish RBNZ and words from the fed’s John Williams suggesting inflationary pressures in the US might be easing. Meanwhile yesterday’s stronger than expected GDP…
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