The stars are aligned, cuts to come
The moves in financial markets follow a week of woefully weak data. No matter where you looked, whether it was US payrolls, which incredibly disappointed, or Aussie’s soft inflation report, the impacts of tariffs and their accompanying uncertainty are becoming notable. Central banks are coming around to seeing the tariffs shock for what they are: a negative demand shock which will require lower interest rates. The same message applies here at home. And markets have responded to that. So, tune in as we cover all the latest moves in equities, rates and currency.

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