Podcasts and other audio content from Phil Dobbie

A blue wave is still possible, after two months of ‘no’

Markets were expecting a Biden win, but NAB’s Tapas Strickland say the question remains, will we see a blue wave through the Senate in January?

Bad time for a Brexit

Will the UK and EU reach an agreement before the year end. Or should they shelve it and focus on COVID?

Biden likely to win. Fed on hold. Fiscal stimulus desperately needed.

Monetary and fiscal coordination is happening in Europe and the UK, but not the states, says NAB’s David de Garis on today’s Morning Call podcast. Can Biden fix that?

Divided They Stand

Markets have responded positively to an undecided election result. NAB’s Gavin Friend suggests investors would prefer not to see an overwhelming blue tide across the House and the Senate – there needs to be some balance.

Lowe goes heavy, US stocks run hot on Biden hope

More cuts to interest rates by the RBA. As other banks follow there will be little impact on the Aussie dollar says NAB’s Tapas Strickland on today’s podcast. Meanwhile, that election …

Markets turn green on hope of a blue victory

Ahead of the US election there’s an RBA meeting. NAB’s Ray Attrill tells us what to expect.

Prepare for a bumpy start to November

Equities hit by tech companies forward guidance, or lack of it. Burt NAB’s Rodrigo Catril says markets are all concerned about the escalating infection numbers and whether the US will see lockdowns.

US GDP bounces back, and so do equities, for now

US equities gain as US GDP bounces back, but NAB’s Gavin Friend says even with today’s gains it is one of the worst weeks for global stocks for many months.

Markets hit hard on concerns over COVID and the election aftermath

The markets hit the deck running from risk first thing in Europe, says NAB’s David de Garis. COVID infections and concerns over the transition of power in the US are top of mind.

Is the Biden Trump gap closing?

Markets are cautious today. It’s not just rising COVID numbers, says NAB’s Tapas Strickland, the US election next week could be more contestable than we thought.

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