A Darker Shade of Beige
A pessimistic outlook in the Fed Beige Book, fears of another government shutdown, stocks down on trade fears – on today’s Morning Call podcast NAB’s David de Garis talks about the new normal.
AUDIO
Podcasts and other audio content from Phil Dobbie
Mixed US data, more trade talk rhetoric, Brexit drives pound down
An escalation of the trade spat, hard Brexit bravado and Fed rate cut talk are the biggest drivers on the markets today. I talk to NAB’s Tapas Strickland on today’s Morning Call podcast.
China’s stimulus helps ahead of tariff hike
China’s industrial production numbers give ground for some optimism, helping the Aussie dollar. Rodrigo Catril on The Morning Call podcast from NAB.
Good debt, bad debt
Is debt a bad thing? Or is some good for the economy? How can we tell the difference. Steve Keen explains.
US share hit highs, China trade slows, earnings season kick offs
China’s trade data was a concern on Friday, but on today’s Morning Call podcast NAB’s Ray Attrill says we didn’t see much adverse market reaction. It was a different story in the US, where equities hit new highs as speculation continues on the size of the next rate cut.
How to tax global tech
France plans to introduce a 3% transaction tax on tech. On TalkRADIO I suggested an easier way of gauging whether these companies are paying their fair share.
A hint of rising inflation doesn’t budge Powell
A hint of inflation, another Trump Twitter attack on China and day 2 of a dovish Powell, plus bad news for Australia (and we’re not just talking cricket) – I talk to NAB’s David de Garis on The Morning Call podcast.
Powell ignores payroll
A dovish Jerome Powell sends markets back to where they were before the non-farm payrolls last week. Phil Dobbie talks to NAB’s Gavin Friend about the rising expectation for a rate cut this month.
Tariffs bite as Powell prepares to testify
Small business is starting to see the impact of tariffs says NAB’s Ray Attrill on The Morning Call today, whilst Kaixin Owyong finds some good points in an otherwise gloomy outlook in the latest NAB Business Survey. Plus the Powell testimony today, of course.
Markets on hold, as Fed speakers go into overdrive
Markets are waiting on word from Jerome Powell and cautious about earning season, says NAB’s Tapas Strickland on today’s Morning Call podcast.
THE TWITTERATI
I like the Eisenhower quote. The middle of the road is where you make progress. The extremes are in the gutter.