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Podcasts and other audio content from Phil Dobbie

Jobs, stimulus and bond yields

Yields are moving higher for bonds in the US and Europe. NAB’s Gavin Friend looks at why bonds are being sold off and whether it will last. Is it a sign of optimism that economic conditions will improve?

US equities head for highs as UK economy crumbles and Aussie wages slow

One fifth sliced off the UK economy, whilst US equities reach new highs. NAB’s Ray Attrill on a tale of two nations.

Russian roulette

The belief in markets, says NAB’s Rodrigo Catril, is that the recovery is broadening and has got legs. Hence, a bit of a risk-on mood today. A possible vaccine from Russia helped too.

No kick from JOLTs

NAB’s David de Garis explains why President Trump needs to reach an agreement with the Democrats this week, Plus the NAB Business Survey and weekly Aussie payrolls data today.

Get set for Tik Tok Tit-for-Tat

Will there be tit for tax over Trump’s Tik Tok order? NAB’s Tapas Strickland says the President won’t want to endanger the Phase One US China trade deal so close to the election.

Trump says he’ll go it alone on stimulus

Jobs continue to be guiding force for COVID recoveries. NAB’s Tapas Strickland looks at numbers for the US, UK and Australia.

Is Gold Indestructible?

It’s a perfect storm for gold right now, says NAB’s David de Garis on today’s Morning Call podcast.

Gold’s new high, bond yields head lower, as US Congress goes nowhere

Negotiations on the US fiscal package continue to dominate the markets in the US, says NAB’s Tapas Strickland.

Manufacturing climbs; time out for Tik Tok

NAB’s David de Garis on what’s driving optimism in markets overnight: manufacturing numbers,, tech earnings, a slow-down on COVID cases in the US and the hope that the President will get a fiscal deal over the line.

Lockdowns abound, still no fiscal deal in US

Lockdowns are a growing concern around the world says NAB’s Rodrigo Catril, as Melbourne heads into a stage four containment.

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