The market continues to adjust to the expectation that the US-China trade spat won’t disappear in a hurry. Now the US President has threatened tariffs on Mexico and withdrawn an exemption for India. Phil Dobbie talks to NAB’s Rodrigo Catril about the influence of Trump’s actions, along with the likely reductions in interest rates from the Fed. Could Treasury yields push even lower this week? And what will the Google antitrust investigation do to tech stocks this week? Plus, a day of PMI’s today and Australian manufacturing and inflation data. It’s a busy start to a potentially bumpy week.
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Unconditional commitment, come what may
Weaker data from Europe. NAB’s Ken Crompton says we’re already seeing a watering down of expectations for anything higher than 25bp for the ECB’s first hike, whilst Jerome Powell renews the Fed’s unconditional commitment to do what it takes.
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Is TPG Too Quick For Turnbull?
This week TPG announced plans to build VDSL connectivity to 500,000 premises. How does that fit with the government’s NBN plans?
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Great Sales People are Real Go-Givers
Bob Burg explains why it is so important to remember in sales that it’s not all about you, and why you shouldn’t fall in love with your product.
