China uncertain, Boris boosted
Concerns that China isn’t optimistic about a trade outcome but NAB’s Rodrigo Catril says the market response has been contained, in the absence of any real new news.
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Markets living on high apple pie, in the sky hopes
The hot and cold vibes continue from the US China trade talks says NAB’s Rodrigo Catril, with US the dollar and treasuries showing more caution than the optimism seen in equities.
Aussie dollar fall continues, bond yields down as trade delay persists
NAB’s Ray Attrill talks through the Aussie dollar’s swift response to yesterday’s jobs numbers and weak activity data from China. But that’s not the only bad news …
The Kiwi flies, Powell stands still
The NZ dollar soared as the RBNZ kept rates on hold yesterday. NAB’s David de Garis says the dollar has kept that level since. Otherwise markets were fairly muted given a total lack of other surprising news.
President talks, but gives nothing away
The US President gives nothing away on trade talks, and the potential of a rate cut rises from the RBNZ. It’s NAB’s Rodrigo Catril on The Morning Call podcast today.
Brexit pact boosts pound
Sterling is the biggest move of major currencies on election manoeuvring. NAB’s Tapas Strickland explains why, and looks ahead to today’s NAB Business Survey.
Trump won’t rollover on rollbacks
When is a rollback not a rollback? NAB’s Ray Attrill tries to read the US President’s mood on trade talks, and what it means for markets this week.
Tariff rollbacks. Stock market up big.
It’s back to risk-on, with trade hopes now expecting a rollback on some existing tariffs. NAB’s Tapas Strickland talks through a sharp market reaction.
No time, no place, no momentum
NAB’s Gavin Friend talks through a complete U-turn in market sentiment – it looks like that US China trade deal won’t be signed this month after all.
High hopes and a gentle turning point
A risk-on mood – NAB’s David de Garis says it’s on the back of a strong ISM read in the US and hopes of more from the phase one trade deal with China.
THE TWITTERATI
Concerns that China isn’t optimistic about a trade outcome but NAB’s Rodrigo Catril says the market response has been contained, in the absence of any real new news. https://t.co/JOPlBHG0LL
On the question of a public sector driven free broadband network, as promised by @jeremycorbyn, @profstevekeen and I don't completely see eye to eye ... but almost: https://t.co/UGT8WiGQIa