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.

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.

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

China no longer sees China as a currency manipulator. NAB’s David de Garis says this is another positive sign ahead of the signing of the trade deal this week.

Strong retail numbers for Australia last week and the US-China trade deal to be signed this week. On The Morning Call we ask NAB’s Ray Attrill about the prospects for stronger growth globally this year.

From uncertainty to positivity? The big question. Me with NAB’s Morning Call team in our end of year markets wrap.