Yields are moving higher for bonds in the US and Europe. NAB’s Gavin Friend looks at why bonds are being sold off and whether it will last. Is it a sign of optimism that economic conditions will improve?

One fifth sliced off the UK economy, whilst US equities reach new highs. NAB’s Ray Attrill on a tale of two nations.

The belief in markets, says NAB’s Rodrigo Catril, is that the recovery is broadening and has got legs. Hence, a bit of a risk-on mood today. A possible vaccine from Russia helped too.

NAB’s David de Garis explains why President Trump needs to reach an agreement with the Democrats this week, Plus the NAB Business Survey and weekly Aussie payrolls data today.

Will there be tit for tax over Trump’s Tik Tok order? NAB’s Tapas Strickland says the President won’t want to endanger the Phase One US China trade deal so close to the election.

Jobs continue to be guiding force for COVID recoveries. NAB’s Tapas Strickland looks at numbers for the US, UK and Australia.

Negotiations on the US fiscal package continue to dominate the markets in the US, says NAB’s Tapas Strickland.

NAB’s David de Garis on what’s driving optimism in markets overnight: manufacturing numbers,, tech earnings, a slow-down on COVID cases in the US and the hope that the President will get a fiscal deal over the line.

Lockdowns are a growing concern around the world says NAB’s Rodrigo Catril, as Melbourne heads into a stage four containment.