Monday 4th February 2025

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Now tariffs are real, well, they will be tomorrow, with 25% imposed by the US on imports from Mexico and Canada, and 10% on those from China, do we need to rethink expectations for global growth, inflation and monetary policy? Phil asks NAB’s Tapas Strickland how the evaluate their monetary policy approach in light of these changes. He also discusses the economic impacts on either side of thew US border.  Tariffs aside, it’s a busy week with Australian retails sales today and USD payrolls on Friday.

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