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Podcasts and other audio content from Phil Dobbie

Tariff rollbacks. Stock market up big.

It’s back to risk-on, with trade hopes now expecting a rollback on some existing tariffs. NAB’s Tapas Strickland talks through a sharp market reaction.

No time, no place, no momentum

NAB’s Gavin Friend talks through a complete U-turn in market sentiment – it looks like that US China trade deal won’t be signed this month after all.

High hopes and a gentle turning point

A risk-on mood – NAB’s David de Garis says it’s on the back of a strong ISM read in the US and hopes of more from the phase one trade deal with China.

Shocking Shopping Statistics, but RBA likely to hold

The Aussie dollar was only temporarily hit by the weak retail numbers yesterday. NAB’s Ray Attrill says it’s now tied up in the phase one trade talk optimism. Plus, what to expect from the RBA today.

Brexit – a good idea or not?

Steve Keen and I argue about Brexit – a Brexiteer and Remainer agree on one thing – the vote should never have happened.

Getting high on jobs growth

US equities on all-time highs. NAB’s Rodrigo Catril says it comes from further trade hopes and better than expected jobs data.

Phase 2 deal unlikely; Trump’s impeachment proceedings; the Fed and the Aussie dollar

A variety of factors have hit the US dollar, shares and bond yields. NAB’s Ray Attrill says the danger of no phase two trade talks with China have caused the most damage.

Fed – Cut and hold

The US Fed has cut interest rates, as expected. NAB’s David de Garis says the expectation is that they’ll be on hold now, unless things run off course.

UK votes on voting, Aussie CPI today, Fed tomorrow

UK heading to the polls, markets wait on Fed decision, Aussie on the rise as we wait for CPI numbers today. NAB’s Gavin Friend on today’s Morning Call podcast.

US stocks flying high on hope

China US talks ahead of schedule. NAB’s Rodrigo Catril on how this has helped US stocks reach record highs.

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