Last week finished in a risk-off mood. Why? NAB’s Rodrigo Catril talks about the impact of failing US China trade talks, Germany’s budget, Brexit uncertainty, mixed Fed attitudes and Iran-Saudi relations.
Most companies have beaten earnings expectations. NAB’s Tapas Strickland says that explains why stocks are at all-time highs, plus the stimulus from the new Presidency. https://t.co/nLXaYNCedC