The November NAB Business Survey
The latest NAB business survey shows further weakness in business conditions. NAB’s Ivan Colhoun talks through the findings.
AUDIO
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Pound pummelled as May delays
Theresa May backs off from the vote on her Brexit deal. I talk to NAB’s Tapas Strickland about how it was felt in the pound. Plus, why is oil back on the slide?
Weak jobs data, trade tensions and a Brexit to nowhere
Weaker than expected US payrolls data saw a swift market reaction on Friday. NAB’s Ray Attrill says it has filtered through to the Aussie dollar this morning at the start of what looks set to be another choppy week.
Markets dive on Huawei arrest and OPEC indecision
No consensus at OPEC, a Huawei arrest and a weakening economy all impact equities and bond yields – but NAB’s David de Garis wonders whether the market mood actually reflects how the US economy is travelling.
China’s Q&A, May’s legal advice and Australia’s GDP
Markets are buoyed by China’s optimism on a trade deal, whilst legal advice might have put paid to Theresa May’s Brexit plans. I talk to NAB’s Ray Attrill ahead of the OPEC meeting, and the day after those Aussie GDP numbers.
Who’s next for a debt crisis?
Steve Keen says we’re already seeing the consequences of the fall in Australian house prices. But will it lead to a recession? Could the consequences really be called a crisis, or will the economy absorb the shock?
Flatter curves, the Tariff Man and a government in contempt
Sentiment losing ground as yield curves flatten further. I ask NAB’s Rodrigo Catril whether this is a cause for concern. Plus, bad news for Theresa May and President Trump calls himself the tariff man.
Is US-China deal euphoria hiding the real picture?
The markets are still reacting to the US-China deal, but the flattening yield curve today will prick some attention says NAB’s Gavin Friend on today’s Morning Call
Tariffs off, for now
Risk on after US-China deal. I ask NAB’s Rodrigo Catril what it means for the Australian dollar this week, in light of weaker data from China.
Trump, Xi … and Navarro?
A rocky night for equities, the dollar and oil ahead of the G20. NAB’s David de Garis talks about what to expect, particularly as it seems Peter Navarro might gatecrash the meeting between President’s Trump and Xi.
THE TWITTERATI
The latest NAB business survey shows further weakness in business conditions. @NAB’s Ivan Colhoun talks through the findings: https://t.co/qDqCec1EjJ
Theresa May backs off from the vote on her Brexit deal. I talk to @NAB’s Tapas Strickland about how it was felt in the pound. Plus, why is oil back on the slide? https://t.co/0A68rzl7tp