Podcasts and other audio content from Phil Dobbie

Slow day, with steepening yields and softer pound

A quiet day but markets are in good shape says NAB’s Gavin Friend, with steeping yield curves and equities close to year highs. So will Aussie employment data be good news today too?

Brexit Risk Returns, US output boosted, Aussie dollar lower

Pound hit hard by the return of hard Brexit fears. NAB’s Rodrigo Catril on whether you can do a trade deal in a year.

Are shares heading for a melt up?

Big movements in equities, some profit taking on currencies. NAB’s Ray Attrill on a day that’s seen shifting positions after the UK election and the US China agreement.

A double whammy for Christmas – markets still cautious

Could it be that the ‘tremendous’ trade deal promoted by President Trump isn’t as great as he makes it sound? NAB’s Tapas Strickland on why the markets remain cautious.

D-day for trade talks and UK government

Will a trade deal be struck before the weekend? Will Boris Johnson win enough seats to push on with Brexit? NAB’s Gavin Friend talks through a day with two significant deadlines. Whatever happens, expect the markets to move.

Aussie rises, Fed holds, Aramco lists, Britain votes

Fed on hold – On today’s podcast NAB’s Rodrigo Catril with the take-outs from their latest rate decision. The same expected from the ECB. And the Brits go to the polls.

Business cycles – what causes them?

Neoclassical economists argue that business cycles are driven by endogenous shocks. This podcast with @profstevekeen explains why they’ve got that wrong.

More interest in trade deal than impeachment or USMC deal; Australia’s sideways move

Many expect a no-deal on US China trade but a deferment of the weekend’s tariffs. NAB’s David de Garis suggests that’s where markets are right now. Plus, on today’s Morning Call, the take-outs from yesterday’s NAB Business Survey. And I apologise.

A quiet day to contemplate the outlook and take in the NAB Business Survey

The markets are on hold ahead of a flurry of activity later this week. NAB’s Alex Stanley talks us through it on today’s Morning Call podcast. The calmness gives time to absorb today’s NAB Business Survey.

Good jobs news – bad for a trade deal?

Strong jobs numbers from the US and weak export data from China. NAB’s Ray Attrill is asked whether this could mean a delay to the phase on trade deal?

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