China’s olive branch supports risk-on mood
Trade tensions ease as China offers an olive branch – NAB’s David de Garis talks through the market reaction, notwithstanding the increase in tariffs this weekend.
Month: August 2019
Boris, proroguing his way to Brexit
The pound took a hit today as PM Johnson announced he would suspend parliament from Sept 12th. I ask NAB’s Gavin Friend why the pound bounced back so quickly, and what happens next.
Markets fall after yesterday’s false hope
Markets have retreated from the temporary optimism of yesterday. I talk to NAB’s Rodrigo Catril about the latest turn the US China trade talks, including falls in bond yields and equities. Still, there’s optimism in Italy and the UK. For now.
Are we on the verge of a global recession?
An inverted yield curve suggests we are on the brink of a recession. Yet Steve Keen suggests that’s not the case, but what will follow will be felt for much longer.
Turn around on trade war but downturn in Germany
The markets reversed their position on optimism over US China trade talks, but NAB’s Tapas Strickland wonders what’s really changed?
A stormy Monday as trade war ratchets up
As the trade war ratchets up NAB’s Ray Attrill looks at how things escalated over the weekend, and the market reaction expected today.
All eyes on Powell; manufacturing weak in US and Europe
A few surprising remarks from Fed speakers, says NAB’s Alex Stanley on today’s Morning Call podcast. All eyes and ears on Powell’s words at Jackson Hole.
A divided Fed, a failed bond auction and a blistering Brexit
What can we learn from the FOMC minutes? NAB’s David de Garis talks to me about expectations from the US, a failed bond auction in Germany and a new ultimatum for Boris Johnson.
Markets retreat as Conte goes, but Merkel offers an olive branch
The markets have shown a complete reversal on yesterday. Phil Dobbie asks NAB’s David de Garis why the sudden change of fortune?
US dollar, equities and bond yields rise, but why?
US dollar, equities and bond yields rise, but why? Phil Dobbie asks NAB’s Rodrigo Catril on today’s Morning Call podcast.
THE TWITTERATI
There’s not a lot of good news around, says NAB’s Gavin Friend. Equities kick off Q2 as the reality check hits home. https://t.co/PjWhPRZNS7
Steve Keen on which countries are managing to control the virus and which are best placed to see a swift economic recovery, if any. https://t.co/bNcJf5AaMR Full transcript here: https://t.co/j2wq5TR4dM