Month: January 2020

Virus concerns spread, RBA rate cut might be delayed

Growing risk-off mood on Corona virus spread. NAB’s Gavin Friend on this, plus Aussie employment, the ECB strategy and big day for PMIs.

A Boris Bounce, Corona concerns and Trump Targets Europe

More concerns over Corona. Pessimism from Bank of Canada too. The Boris bounce has given business confidence a jolt in the UK. Plus, Aussie employment numbers today. NAB’s David de Garis on what’s driving the markets today.

Trump talks it up, but US equities stall

Davis, impeachment, corona virus, UK jobs and new hope for Europe. NAB’s Rodriog Catril talks through it all on today’s Morning Call podcast.

All Quiet until Trump Talks

A quiet day today, except for some volatility in oil prices. But NAB’s Tapas Strickland tells us to be ready for Netflix earnings and whatever President Trump says at Davos.

Is the share market killing innovation?

Share prices are getting ever higher, but who wins? Doe sit mkae the companies behind them any more efficient?

Equities race higher on trade optimism

Share prices continue to rise on the back of largely positive economic data from the US. But, as NAB’s Ray Attrill discusses, a different story from the UK.

Retail numbers push US equities even higher

Equities, bonds and the greenback all respond to positive retail numbers in the US. NAB’s Gavin Friend says investors are still cautious, even as share indices keep hitting new highs.

US deal done, new highs again for equities

Equites in the US reach new highs as trade deal is signed. NAB’s Alex Stanley forecasts less anti-China rhetoric from President Trump this (election) year.

Does the UK economy need the royals?

As Harry and Megan try to extricate themselves from the Royal family, this week we ask whether its worth keeping the royal family at all?

Big Beautiful Monster of a Deal Day

It’s big beautiful monster of a deal day today. NAB’s Tapas Strickland talks us through it on today’s podcast.

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