Mixed data and high hopes for China and Brexit deals
Markets are more responsive to high hopes for China trade deal than Trump’s walkout in Vietnam says NAB’s Gavin Friend.
Markets are more responsive to high hopes for China trade deal than Trump’s walkout in Vietnam says NAB’s Gavin Friend.
Lighthizer flags the complexities of a US China trade deal. He’s playing bad cop to Trump’s good cop says NAB’s Rodrigo Catril.
Theresa May’s talk of a Brexit delay has boosted the pound. I talk to NAB’s Gavin Friend about that, Jerome Powell’s testimony and what else is driving the markets today.
China US trade deal seems close and no-deal Brexit even less likely now, possibly even a second People’s Vote. NAB’s Rodrigo Catril on two significant developments on today’s Morning Call podcast.
The pros and the cons (mostly cons) of the Australian School’s view of economics.
NAB’s Ray Attrill on the last chance to push back that March 1 tariff deadline. The Fed’s talk of average inflation targeting. And Brexit – could it be pushed back two years?
I discuss Brexit with George Galloway – the most polite disagreement you’ll ever hear.
Is Aussie coal being blocked in China? Unconfirmed reports hit the Aussie hard. I ask NAB’s David de Garis if it’s an overreaction.
The Fed a little less dovish? NAB’s Ray Attrill on the first response to the FOMC minutes this morning.
US stocks continue to rise but, as I discuss with NAB’s Rodrigo Catril, uncertainty remains over the China trade talks and there’s clarification needed from the Fed’s thinking in tomorrow’s minutes. The pound does well on strong jobs and wage numbers.
If BRICs nations traded in their own unified currency it would be great news for US manufacturing says @profstevekeen on this week’s Debunking Economics podcast. Listen in full: https://podfollow.com/debunking-economics-the-podcast
Looks like a change in NSW. ABC predicting 50+ seats for Labor. A majority government.