Podcasts and other audio content from Phil Dobbie

Is the Biden Trump gap closing?

Markets are cautious today. It’s not just rising COVID numbers, says NAB’s Tapas Strickland, the US election next week could be more contestable than we thought.

COVID worries get classic risk-off treatment

It’s back to normal, says NAB’s Rodrigo Catril with markets showing classic risk off behaviour with rising COVID cases, particularly in Europe.

Markets running scared at start of Halloween week

Unusual for the US dollar to fall alongside equities and bond yields. On today’s Morning Call podcast NAB’s Ray Attrill says it’s a sign that the US dollar is facing a longer term down trend.

Trump’s Last Stand; PMI’s Galore Today

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.

Look Who’s Talking (x2)

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.

Still wishing and hoping on stimulus deal

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.

Deal or No Deal, transatlantic edition

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.

A calm Friday, but it could be a volatile week

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.

Risk off mood as virus cases rise, Lowe’s dovishness hits bond yields

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.

Trump talks it up. Will Lowe talk it down?

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.

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