Markets hit hard on concerns over COVID and the election aftermath

The markets hit the deck running from risk first thing in Europe, says NAB’s David de Garis. COVID infections and concerns over the transition of power in the US are top of mind.

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Is the Biden Trump gap closing?

Markets are cautious today. It’s not just rising COVID numbers, says NAB’s Tapas Strickland, the US election next week could be more contestable than we thought.

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COVID worries get classic risk-off treatment

It’s back to normal, says NAB’s Rodrigo Catril with markets showing classic risk off behaviour with rising COVID cases, particularly in Europe.

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Markets running scared at start of Halloween week

Unusual for the US dollar to fall alongside equities and bond yields. On today’s Morning Call podcast NAB’s Ray Attrill says it’s a sign that the US dollar is facing a longer term down trend.

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Trump’s Last Stand; PMI’s Galore Today

Strong US data and lingering stimulus hopes helped US equities overnight. NAB’s Gavin Friend talks about the Presidential debate, new stimulus in the UK, mixed data from Europe and a swag of PMIs later today and tonight.

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Look Who’s Talking (x2)

David de Garis says Brexit negotiators are going to stay “in the tent” till a deal is done, and the pound has responded. That, and more US stimulus talk on The Morning Call podcast today.

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Random Stuff

Four telco priorities for 2011

Last year was a roller-coaster ride for the telco industry. We enter 2011 with a lot to sort out — all potentially destructive for the future of the industry.

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Can Economics Save The Planet?

Climate is changing and we don’t seem to be eager to stop it. Is there a way economics can be deployed to change our ways?

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Will the RBA cut rates today?

Will the RBA cut rates today? I ask NAB’s Rodrigo Catril on today’s Morning Call podcast.

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