Taking stock of AI, central banks, tariffs and Aussie inflation
Wednesday 29th January 2025NAB Markets Research Disclaimer Financial Services Guide | Information on our services - NABUS tech stocks regained some of their losses yesterday, and bond yields are back up today. Why? Phil asks NAB’s Taylor Nugent whether the Deepseek fears were overblown. Taylor doesn’t think so, and tech bosses will have to have a convincing story to tell as they announce earnings results later this week. Meanwhile the US dollar has gained some ground on speculation that US tariffs will start low, but increase steadily from month to month, but it remains a confusing picture…
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