Podcasts and other audio content from Phil Dobbie

The next big recession – when, where and how

We are due another recession. So what will be the cause of it this time and how far will it spread?

NAB forecasts two rate cuts; Powell on Primetime

The good and bad of Friday’s payroll’s data. Plus the lowdown on NAB’s revised rates guidance from NAB’s Ray Attrill.

More cheap loans, lower forecasts, no rate rises – the ECB is worried

The ECB is worried – on The Morning Call NAB’s David de Garis talks through how they lept into action today, hurting the markets on both sides of the Atlantic.

Australia joins the downturn; Williams on the new normal; ECB considers its options

After yesterday’s Aussie GDP figures I ask NAB’s Gavin Friend whether the news is all bad? Plus, John Williams suggests no move for the Fed this year and could the next move for the Bank of Canada be down?

Strong US ISM numbers, Trump targets India and is the RBA dreamin’?

Strong US ISM numbers. NAB’s Ray Attrill talks through positive data from the US, and the rose-tinted view of the Aussie economy from the RBA.

Markets fizzle on false hope

Markets were on the rise on reports of a China US trade deal, but turned on no official confirmation. There’s a lot of crying wolf says NAB’s Tapas Strickland.

Is Modern Monetary Theory too closed for open economies

Modern Monetary Theory suggests governments can create money rather than build debt – but what of international trade?

US data is bad, but not Eurozone bad

Soft US data didn’t upset markets on Friday. NAB’s Rodrigo Catril says it’s seen as temporary, with the US economy still growing, unlike other parts of the world.

Mixed data and high hopes for China and Brexit deals

Markets are more responsive to high hopes for China trade deal than Trump’s walkout in Vietnam says NAB’s Gavin Friend.

EU doldrums, UK hope and China’s complications

Lighthizer flags the complexities of a US China trade deal. He’s playing bad cop to Trump’s good cop says NAB’s Rodrigo Catril.

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