China’s PMI numbers over the weekend were better than expected. Phil Dobbie asks NAB’s David de Garis whether this assumes a strong, risk-on mood for the first week of a new quarter? On the downside, US data remains mixed and the yield curve is still inverted. Does it all still rest on the outcome of US China trade talks. And what of the Aussie economy, with the NAB Business Survey out this morning, ahead of tomorrow’s RBA meeting? Plus, Brexit – the saga continues, with more votes and no clear direction.
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Stocks high on earning hopes; times changing for ECB
NAB’s Rodrigo Catril says markets are positioning themselves for positive outcomes from the US Q2 earnings season that kicks off today. Christine Lagarde’s news on the continuance of PEPP has had less influence. Today’s US CPI numbers could have more of an impact.
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Revolutionary ideas: Brooks and Bradlow
This week and next on Twisted Wire a variety of telecommunications experts give their views on how the industry will evolve. What changes will happen and how will telecommunications change the way we live?
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Stronger earnings, surprising GDP, but no grand-deal
What does the stronger than expected US GDP read last week mean for the Fed rate decision this week? I ask NAB’s Tapas Strickland. Plus, is it a week of trade deals going nowhere?
