COVID-19 spreads further, bond yields fall
Markets respond markedly to COVID-19 spread on Friday. NAB’s Rodrigo Catril, talks through the big risk-off move on today’s Morning Call podcast.
AUDIO
Podcasts and other audio content from Phil Dobbie
COVID-19 Jitters hit Asian currencies; Aussie dollar at 11-year low
Virus concerns return and the Aussie dollar hits an 11-year low. NAB’S Rodrigo Catril explains why.
Apple warning forgotten as markets do an about-turn
Markets do a sharp about-turn, with the US dollar and equities back on the rise. NAB’s David de Garis explains why.
Apple sparks concern over virus impact
Apple sparks a concern over the impact of the virus. NAB’s Gavin Friend discusses the market reaction. Plus, Europe’s bad ZEW reading, the RBA’s easing bias and Japan’s race to recession.
Japan’s pre-virus nose-dive
Markets have been looking for the peak of COVID-19, says NAB’s Tapas Strickland, as equities in China are back close to pre-virus levels. Likely to be too late to stop Japan heading into recession, though. Plus, end of the road for Holden.
Markets latch on to falling infection rates
Falling infection rates spur new growth. Plus softer retail numbers hit US GDP expectation. I talk to NAB’s Ray Attrill on today’s Morning Call podcast.
Virus worries, UK Chancellor quits, Euro falls further
NAB’s David de Garis talks through the markets confusion over virus numbers and, apparently, how they’re happy to see the back of the UK Chancellor.
Virus contagion eases, stocks hit new highs (again)
Market concern over the Corona virus eases further. NAB’s Gavin Friend talks through the market optimism, reflected in equities, the US dollar and oil today. Plus, the NZ dollar still doing well after RBNZ’s hawkish outlook yesterday.
The rise of right-wing socialism
Is big-spending Boris really acting like a man of the right? Balls Radio discusses the new brand of fiscal conservatism, on both sides of the Atlantic.
Powell talks shares down, Aussie rises, Britain on hold, RBNZ today
Market sidesteps the virus and focuses on US growth. NAB’s Ray Attrill also talks about yesterday’s strong home loans numbers for Australia, and the RBNZ meet today.
THE TWITTERATI
Woman on #BBCQuestionTime asks why the EU stopped dredging our rivers. Huh? Another one wants to stop ALL migration. Huh?