Monday 27th October 2025

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Things are about to get very busy. NAB’s Rodrigo Catril joins Phil at the start of a week that should see off the threat of an extra 100%tariff on China. We will also see rate decisions from the Fed, the Bank of Canada and the Bank of Japan. For the Fed, the assumption of a cut now seems even more likely after the slower than expected growth in US CPI on Friday. Australian CPI for Q3 is out this week and, to add to the excitement, earnings results for Apple, Microsoft, Alphabet, Meta and Amazon. Are you ready?

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