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.

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

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.

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.

Markets level off after yesterday’s excitement, but NAB’s Ray Attrill says they have largely held the gains and the Aussie dollar has risen again on better risk sentiment.

“It’s all looking very promising on the vaccine front”, says NAB’s Tapas Strickland on today’s Morning Call podcast – and there’s been a blistering response on the markets.

Markets aren’t too concerned about the rising rhetoric between the US and China says NAB’s Rodrigo Catril – there’s more focus on how quickly economies will bounce back, “vaccine or no vaccine”.