Month: February 2019

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.

EU doldrums, UK hope and China’s complications

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.

Powell’s adjustments, May’s delays

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 deal close, another vote on Brexit?

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.

Were Austrian economists wrong to have purpose?

The pros and the cons (mostly cons) of the Australian School’s view of economics.

Average inflation, deal hopes and a really big can kick for Brexit

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?

Talking Brexit on TalkRADIO

I discuss Brexit with George Galloway – the most polite disagreement you’ll ever hear.

Rumoured coal blockade pushes Aussie down

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.

Fed minutes, UK defections and Aussie jobs

The Fed a little less dovish? NAB’s Ray Attrill on the first response to the FOMC minutes this morning.

Fed thinking and trade talk pontificating

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.

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