NAB’s Rodrigo Catril says Biden’s pledge to make sure everyone pays their share has hit equities in the US, whilst demand for bonds has risen as investor chase yield.

Jerome Powell has helped push Treasury yields higher. NAB’s Gavin Friend says the Fed Chair indicated they would look through any short-term rise in inflation as a reason to cut their bond buying.

Treasury yields continue to fall as Fed speakers downplay the prospect of tapering Fed purchases any time soon. NAB’s Tapas Strickland on today’s Morning Call.

A decline in Treasury yields following auctions in the US shows the appetite to hold them is still strong says NAB’s Rodrigo Catril on today’s Morning Call.

NAB’s Gavin Friend talks through the impact the blue wave is having on bond markets, with yields rising higher. But we’re also seeing a stronger US dollar today, what’s driving that?

Trillions in stimulus thanks to a blue wave? NAB’s Ray Attrill talks about the impact on bond yields and equity markets. The first Morning Call of the year with a catch-up on what’s been going on.

In our last Morning Call of the year NAB’s Ray Attrill talks about how the positive news of a US fiscal stimulus deal has been completely overshadowed by the new COVID-19 strain in the UK.

The pound will take a hit from the latest lockdowns says NAB’s Rodrigo Catril, but a Brexit deal is still possible. Risk assets are likely to gain on the imminent signing of a US fiscal stimulus.

It’s right to the wire for the US fiscal stimulus and the UK-EU trade deal. NAB’s Gavin Friend says both will get across the line – at least the markets are priced that way, but the clock has got much further to tick.

News of an imminent fiscal stimulus deal in the US has offset the market downturn from grim retail numbers in the US, says NAB’s Gavin Friend. He also talks to Phil Dobbie about this morning’s Fed meeting.