Aussie retail slowdown, ongoing trade uncertainty and US jobs numbers to come
The Aussie retail slowdown and hopes of US jobs growth. NAB’s Tapas Strickland on today’s ‘special’ edition of The Morning Call.
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Pound Rises, Oil Shoots Up, Trump Leaves Early
On today’s Morning Call podcast NAB’s David de Garis talks through renewed trade hopes, OPEC, Aussie GDP, US PMI and Trump’s early exit.
President Out-Trumps Himself at NATO
Donald Trump spooked markets with threats that a trade deal might take a year. But NAB’s Gavin Friend discusses how much is rhetoric and how much is real? Plus, what to expect from Aussie GDP today.
Economic Growth – it’s complicated
Economic growth predictions are generally based on very simple measures. The Atltas of Economic Complexity is a better predictor of future growth. Here’s why.
Trump threatens more tariffs as China’s manufacturing grows, US contracts
NAB’s Tapas Strickland talks through big moves on the markets as Trump says he will impose tariffs on Argentina and Brazil – and threatening China in the same breath.
RBA week, oil volatility, Merkel’s coalition in danger
It’s RBA week with a slew of Aussie data today. NAB’s Rodrigo Catril talks through it, plus manufacturing hope for China and political uncertainty in Germany.
China angry on US Hong Kong Bill, but will it impact the trade deal?
President Trump’s signature on the Hong Kong Human Rights Bill won’t scupper the chance of a trade deal, says NAB’s David de Garis on today’s Morning Call podcast. Plus the impact of yesterday’s capex numbers on Australia’s next GDP read.
Markets positive on US data
For once markets have responded to positive data, rather than trade hopes. Plus, NABs Gavin Friend suggests there’s one poll in the UK today you should pay attention to. Plus Aussie capex today, what to expect.
Lowe on QE, US equities up, pound lower, US inflation tonight
NAB’s Rodrigo Catril on Lowe’s comments on QE on today’s Morning Call podcast. Plus, how US equities and bonds show different ideas about trade talk progress.
Trade hope sends stocks high, Aussie waits on Lowe
Trade hope sends US stocks high, but the Aussie dollar is waiting for words from Philip Lowe. NAB’s Ray Attrill says the RBA Governor’s talk tonight is the most crucial event locally.
THE TWITTERATI
Equities, bonds and the greenback all respond to positive retail numbers in the US. NAB’s Gavin Friend says investors are still cautious, even as share indices keep hitting new highs. https://t.co/spUutrzjM8
Equites in the US reach new highs as trade deal is signed. NAB’s Alex Stanley forecasts less anti-China rhetoric from President Trump this (election) year: https://t.co/wnHHtHzwZn