Month: March 2019

China data brings fresh hope

China’s PMI numbers over the weekend were better than expected. I ask NAB’s David de Garis whether this assumes a strong, risk-on mood for the first week of a new quarter?

Brexit date determined today; US China trade talks could take months

Today was the day the UK was to leave the EU – we’ll get a new date today. NAB’s Tapas Strickland talks about procrastination in US China trade talks too, which isn’t helping the global slowdown.

Bonds run hot; Sacrificial May

Bonds run hot, the reaction to yesterday’s RBNZ meeting and Theresa May is the sacrificial lamb for her Brexit deal. All that’s driving markets today, with me and NAB’s Tapas Strickland.

Hope supports shares and the Aussie dollar

The Aussie performs well as the stock market bounces back with a risk-on mood. I ask NAB’s Ray Attrill, ‘why the change in direction?’

Going nowhere fast

Brexit looks shaky, Germany shows hope and at least one member of the Fed is sounding more hawkish. NAB’s David de Garis talks through what counts with Phil Dobbie on The Morning Call podcast.

US recession talk and EU helps kick the can

Does an inverted yield curve mean a recession is on the way? Too early to call, says NAB’s Rodrigo Catril. But, it does seem the slowdown in Europe will last longer than envisaged.

May Day for UK hits Sterling a week out from Brexit

Sterling took a hit on the latest Brexit shenanigans. NAB’s Gavin Friend talks through the day in Brussels, plus the reaction to the Fed 24 hours on.

Fed loses its dots, EU issues a ransom note

Big moves after a very dovish Fed announcement. NAB’s Ray Attrill talks through what they said, plus the latest Brexit shenanigans and the importance of today’s Aussie employment data.

China steps back; and the long and short of Brexit

China and Europe both playing hardball on deals today. NAB’s Rodrigo Catril and I surmise it’s all part of the art of the deal. Plus, a prelude to the FOMC meeting tomorrow.

May May Have to Delay for Another Day

I talk to NABs Tapas Strickland about a 17th century law that has probably pushed Brexit back nine months. Plus, could we see the Euro rebound in coming weeks?

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