2018 has been a year of surprises. The sentiment was positive until October, when equites started to turn, signs of weakness developed within Europe and trade tensions grew between the US and China. Since then we’ve seen US equities wipe out the year’s gains, oil has fallen sharply with OPEC failing to counter it, the Australia the dollar lost ground and we pushed back expectations for rate hikes from the RBA. In this final edition of The Morning Call for the year, Phil Dobbie talks to NAB’s Ray Attrill, Rodrigo Catril and David de Garis about the year we had, and what we can expect in 2019.
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Omicron’s not so bad, markets hope
More hope that Omicron might be a mild strain has helped markets, but NAB’s Gavin Friend says its efficacy reports from a GlaxoSmithKline vaccine that have boosted market sentiment today. Plus, Ivan Colhoun on yesterday’s RBA meeting.
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Turnbull: The NBN is still a risky undertaking
The Vertigan panel presented their cost benefit analysis – but does it stack up. And is the willingness to pay the best measure of social benefit?
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Pfizer vaccine by year end and more easing by the RBA?
Yet more vaccine hopes, more TikTok jiggery pokery, more Brexit uncertainty and possibly more easing from the RBA. Rodrigo Catril talks us through it all on today’s Morning Call podcast.
