NVIDIA’s correction, the Yen’s fall and the US-Europe divide
Tuesday 25th June 2024
NAB Markets Research Disclaimer
Financial Services Guide | Information on our services - NAB
There are three broad themes on today’s podcast. First, a missed day on US equities again, with falls in the S&P and NASDAQ. NVIDIA shares are well down, but even a minor correction is only a deny in their upward trajectory this year. There’s also the divide between the European and US economies, evidenced by last weeks PMIs. But is the difference really that great. NAB’s Rodrigo Catril agrees with the ECB’S Isabel Schnabel that, when it coms to fighting inflation, they’re not…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.