Strong US data and lingering stimulus hopes helped US equities overnight. NAB’s Gavin Friend talks about the Presidential debate, new stimulus in the UK, mixed data from Europe and a swag of PMIs later today and tonight.

David de Garis says Brexit negotiators are going to stay “in the tent” till a deal is done, and the pound has responded. That, and more US stimulus talk on The Morning Call podcast today.

US equities are up as stimulus deadline is pushed back. On today’s morning Call podcast NAB’s Tapas Strickland says positive vaccine has helped, and a clearer expectation on the outcome of the US election.

A big drop in US equities shows hopes of a stimulus deal have collapsed, but NAB’s Ray Attrill says the rising pound suggests nobody believes Boris Johnson when he says he’s calling off talks over Brexit.

Retail sales calmed markets on Friday but NAB’s Rodrigo Catril wonders whether it can be sustained, particularly without further stimulus. There’s lots to create more volatility in the week ahead.

Economic activity is being constrained by the virus upsurge in Euriope and US says NAB’s Gavin Friend. That’s caused a strong risk off mood today.

NAB’s David de Garis talks through what to expect from Philip Lowe’s speech this morning, President Trump’s upbeat performance overnight and more Brexit dither and delay.