Month: June 2019

Trumps talks about more talk – enough for the markets to go on?

The G20 providing some relief that things won’t get worse between the US and China but, as NAB’s Tapas Strickland describes, there won’t be any sharp market reaction and a Fed rate cut still looks likely for this month.

Talking Trump & Blackpool on TalkRADIO

Talking with Daisy McAndrew on TalkRADIO.

False hope on G20? Unicorn dreams from Boris?

The G20 summit kicks off, but will Presidents Trump and Xi reach an agreement? I ask NAB’s Gavin Friend whether the expectations are overly optimistic.

Bond yields bounce back; Trump’s bad hair day

Bond yields bounce back. On The Morning Call NAB’s David de Garis says there’s a bit of adjustment from yesterday’s comments from Jerome Powell. Plus, Steven Mnuchin talks up hopes of a trade deal with China.

More rate cut talk, except in NZ; Risk adversity drives yields to record lows in Europe

Words of caution from Bullard and Powell. NAB’s Rodrigo Catril talks to me about the market reaction on today’s Morning Call podcast, plus the risk-off mood that has driven new lows in European bond yields.

Trump warns Iran, Lowe warns against global monetary easing

Quiet day on the markets ahead of the G20. As NAB’s Tapas Strickland suggests, even Trump’s introduction of further sanctions against Iran has had no influence. There’s not been a lot of data, but what there was wasn’t good.

Facebook’s Libra Could Be Really Good News

Libra isn’t a grab for power by Facebook. Steve Keen argues it’s a welcome challenge to the traditional banking sector.

A glimmer of hope for Europe; more rhetoric ahead of trade talks

Mildly better than expected economic data lifted the Euro at the end of last week, but NAB’s Ray Attrill says its not enough to change the ECB’s dovish tone. Plus the US and China turn up the rhetoric ahead of the G20 meeting at the end of this week.

After the Fed: Bond yields down, dollar down, equities up

On The morning Call podcast NAB’s Alex Stanley talks through the strong reaction to yesterday’s Dovish Fed, with bond yields continuing to call, the US dollar down and equities continuing to rise.

The Fed, Lowe, BoJ and Bojo

The lowdown from the Fed meeting and Powell’s press conference, from NAB’s David de Garis. That’s the first of three central bank meetings today. Plus, an important speech from the RBA’s Philip Lowe. And could Boris delay Brexit?

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