Month: May 2020

Less Shock, More Ore

Will rising iron ore prices and China’s infrastructure plans help the Aussie dollar? A question put to NAB’s Tapas Strickland on today’s Morning Call podcast.

The economics of mental health

Does economic theory ignore the existence of mental health issues? Diviya Dhami joins me and Steve Keen to talk about the payback from spending on fixing the problem.

Optimism knocked back by Trump announcement

Trading was riding high. That was, says NAB’s Gavin Friend, until the US President said he had announcement to make on China.

A New Generation EU and China goes cold on Aussie coal

NAB’s David de Garis talks through the Europe’s new stimulus deal, China’s Aussie coal threat and Boris’ popularity nosedive.

Paying for a pandemic

How will governments, banks and companies manage the debt they’ve racked-up during the COVID-19 crisis? Will the world be even more divided in terms of the haves and have-nots?

Markets catch reopening fever

Markets more responsive to the good news of lockdowns easing than the war of words between the US and China. NAB’s Tapas Strickland on today’s Morning Call.

Equities rebound despite “the new cold war”

Equities rise despite the new cold war with China. NAB’s Rodrigo Catril talks about the weakening Yuan, rising oil, rising ECB stimulus hopes and Scott Morrison’s plan for Australia.

Hong Kong Returns to Pre-COVID Protests

The Hong Kong uncertainty will see off the correlation between the Aussie dollar and US shares, says NAB’s Ray Attrill.

Equities hit by China’s clashes with Trump and Hong Kong

Market sentiment was tempered by increasing US China tension. NAB’s David de Garis says US politics has a part to play, plus China’s moves to impose new legislation on Hong Kong.

Markets accentuate the positive, but BoE contemplates the negative

Whether it’s a V or a U shaped recovery, we might be passing the low point, says NAB’s David de Garis on another positive day, pushing equities higher, along with the Aussie dollar.

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