PHIL’S AUDIO SHOWREEL
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NZ GDP, Aussie employment both punch the lights out, but currencies fall
NZ GDP and Aussie employment numbers both punched the lights oujt yesterday. But, as NAB’s David de Garis explains, any currency response was short lived,. As the US dollar climbs higher o the back of the FOMC’s hawkish outlook for the US yesterday.
Has the UK come the raw prawn over free trade?
SCOMO and BOJO have done the deal. But is a UK Australia free trade agreement good for either country?
Fed speeds up rate hike roadmap
The FOMC is predicting two rate rises in 2023. NAB’s Gavin Friend wonders whether the revised growth and inflation forecasts support this shift in position.
Retail sales numbers add to caution ahead of the FOMC
Markets are cautious ahead of the FOMC tomorrow, in part because of weaker retail numbers. But NAB’s Tapas Strickland finds a couple of positives out of those numbers.
Oil nudges higher, bond yields bounce back ahead of FOMC meeting this week
This morning pre-FOMC positioning is the name of the game for bonds and currencies says NAB’s Ray Attrill on this morning’s Morning Call podcast. Plus, the rise of oil to two-year highs. How much further will it go?
Market unphased by US CPI; ECB stays dovish despite upping forecasts
Markets were unphased by higher-than-expected inflation in the US. NAB’s David de Garis says there’s more interest in next week’s FOMC meeting, after a couple of poor payroll reads.
Random Stuff
Markets hit as China bites back
Big moves on stocks, bonds commodities and currencies overnight as the US China trade war escalates. I ask NAB’s Gavin Friend where we go from here.
iiNet takeover the least of our competitive worries
Will more infrastructure competition be better for the industry, even though the OECD country with the fastest rollout of fibre did so with a monopoly player.
Biden likely to win. Fed on hold. Fiscal stimulus desperately needed.
Monetary and fiscal coordination is happening in Europe and the UK, but not the states, says NAB’s David de Garis on today’s Morning Call podcast. Can Biden fix that?