The Chips Are Down Once More

Tuesday 13th October 2026

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Semiconductor stocks are taking a beating as competition from China and internal US pressures weigh heavily on tech, while oil prices continue their climb as the Middle East conflict flares and the energy ceasefire fails to hold. NAB's Rodrigo Catril joins Phil to break down the latest market turbulence. They analyse the rising US dollar and sliding Australian dollar, escalating fiscal concerns in France driving bond spreads wider, and what to expect from today's key local releases—including the NAB Business Survey and the RBA meeting minutes.

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