Devon Head of Retail Greg Smith talks to ZB’s Mike Hosking about the better-than-expected inflation numbers from the US and Europe, and whether these may tick a few boxes for central banks looking to wrap up rate tightening programs. He also discusses the take-aways from Nike’s results beat and particularly as it relates to China. Closer to home he looks at a consumer confidence read, which nudged higher in September, but only just, and with kiwi consumers very cautious still near term.

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