Latest

Astra Zeneca re-run, Lane’s credit concerns

A soggy day on the markets says NAB’s David de Garis, but the continue rise in base metals points to the growth in China, whilst the rest of the world struggles with the virus.

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Ask Steve: Keynesian v Post Keynesian; Austrian v Chicago Schools

The Austrian School v the Chicago School v Keynesian economics v Post-Keynesianism. The differences explained on today’s Debunking Economics podcast with @profstevekeen

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Not much to be thankful for

FOMC minutes confirm they are looking at buying at longer end of curve. NAB’s Ray Attrill say that this will perhaps happen sooner than expected.

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Trump relents, oil climbs and Dow hits new high

Trump is ready to give the keys to the White House. NAB’s Rodrigo Catril says the news has given the market some positivity, along with Janet Yellen set to become Treasury Secretary in the US, together with more vaccine hopes.

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More positive vaccine news, but equities are cautious

More vaccine news today, this time from Astra Zeneca. NAB’s David de Garis says we’re seeing the return of hotels and airlines stocks at the expense of the tech sector, whilst the US dollar has been helped by better than expected Markit PMIs.

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Revised Aussie Growth Forecast and a Fed-Treasury Spat

Australia’s 2021 growth forecast has been revised. NAB’s Tapas Strickland talks through the good news, plus the spat between the US Fed and the Treasury.

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Random Stuff

Spreading virus extends risks, Aussie hit hard

Uncertainty over the spread of the Corona virus hits all market classes, including a big fall in the Aussie dollar. NAB’s David de Garis talks through the reaction and looks ahead to today’s NAB Business Survey.

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RBA week, oil volatility, Merkel’s coalition in danger

It’s RBA week with a slew of Aussie data today. NAB’s Rodrigo Catril talks through it, plus manufacturing hope for China and political uncertainty in Germany.

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Goodbye to a no-deal Brexit, ever

Three votes at Westminster – what do they mean and why has the pound responded? I talk to NAB’s Gavin Friend in London.

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