Tariffs kick in & BoE’s Close Call

Friday8th August July 2025

NAB Markets Research Disclaimer 

Financial Services Guide | Information on our services - NAB

As of yesterday, US imports were hit with an average 15% tariff. Time will tell who is feeling the hurt the most, but on today’s podcast we hear about the impact on the auto industry, and German industrial production. China meanwhile saw exports rise again.

On today’s podcast, as well as talking tariffs, NAB’s Tapas Strickland joins Phil to discuss the very close call on cuts from the Bank of England, revisions to NAB’s FX forecast for the Aussie dollar, and what to expect from, China’s CPI out this weekend.

Hosted on Acast. See acast.com/privacy for more information.