A quiet session for currencies and stocks but, as NAB’s Gavin Friend explains, Treasury yields continue to slide as expectations for an imminent rate cut mount.

It’s not a rosy picture that NAB’s Tapas Strickland paints of the global economy on today’s Morning Call, but it explains the continued risk-off mood on markets this week.

There hasn’t been a sharp shift to the right, but there are repercussions from the EU elections, as NAB’s Rodrigo Catril explains on today’s Morning Call podcast.

No sharp shift to the right in the EU elections, it seems. Phil Dobbie talks to NAB’s Ray Attril about the early results and other factors influencing the markets today.

Markets have shown sharp moves – NAB’s Gavin Friend says it’s a growing realisation that the US-China trade war is not going to end soon, and that low inflation growth isn’t as transitory as Jerome Powell would have you believe.

More trade concerns, more Brexit pantomine, more patience from the Fed. I go through what’s driving markets today with NAB’s Gavin Friend.

Aussie dollar falls on rate cut clue, pound dismayed by false hope of second referendum and equities boosted by Huawei trade restrictions put on hold. I talk through it all with NAB’s Ray Attril on today’s Morning Call podcast.