Month: December 2018

Flatter curves, the Tariff Man and a government in contempt

Sentiment losing ground as yield curves flatten further. I ask NAB’s Rodrigo Catril whether this is a cause for concern. Plus, bad news for Theresa May and President Trump calls himself the tariff man.

Is US-China deal euphoria hiding the real picture?

The markets are still reacting to the US-China deal, but the flattening yield curve today will prick some attention says NAB’s Gavin Friend on today’s Morning Call

The non-binary answer to Brexit

Brexit is a fiasco because we were presented with a binary choice. New Zealand can teach us how to reach a conclusive answer to what is fundamentally a two stage question – should we change, what are we changing to?

Tariffs off, for now

Risk on after US-China deal. I ask NAB’s Rodrigo Catril what it means for the Australian dollar this week, in light of weaker data from China.

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