Markets chose to take a negative view on the extended period of near zero interest rates signalled by the Fed, says NAB’s Gavin Friend. It’s a reminder that it’s the virus that determines the extent of the recovery, everywhere.

The Fed is going nowhere till 2023, “and arguably much longer than that” says NAB’s Rodrigo Catril. So what are the implications of three years of near zero interest rates?

Positive numbers from China helped boost markets but NAB’s Gavin Friend says we should still expect dovish forecasts from the FOMC tomorrow morning.

Yet more vaccine hopes, more TikTok jiggery pokery, more Brexit uncertainty and possibly more easing from the RBA. Rodrigo Catril talks us through it all on today’s Morning Call podcast.

Progress on a vaccine could hurt tech stocks says NAB’s Tapas Strickland. Plus words of caution on US inflation numbers, rising Chinese credit and a look ahead to this week’s RBA meeting.

Observers have taken a very dim view of the UK government’s Brexit approach says NAB’s Gavin Friend, and that’s hit the pound hard again today. Whilst broader uncertainty has hit US stocks again.

NAB’s Tapas Strickland says opinions are still divided on tech valuations as stocks bounce back. Plus, what can the ECB do to tackle the rising Euro?

Equities take another hit – NAB’s Gavin Friend says its down to COVID numbers and Trump’s rhetoric on China. The pound meanwhile, hit by yet more Brexit uncertainty.

More brinkmanship on Brexit, Trump’s “Super V” recovery and the impact of the Melbourne lockdown on other states. NAB’s Tapas Strickland on today’s Morning Call.