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Tuesday 25th November 2025
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It might be thanksgiving this week, but it seems tech investors have their eyes set closer to Christmas, with renewed hopes of a December rate cut. Words from Christopher Waller added to the hope. NAB’s Taylor Nugent says the moves in shares is quite a remarkable sensitivity, which has not been reflected in bonds or currencies. The Aussie hasn’t seen its usual bounce as US sentiment picks up. Delayed (and out of date) data today includes US retail sales and PPIs
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