The Morning Call

Start your day with the Morning Call for the latest overnight key economic and market information straight from NAB’s team of expert market economists and strategists.

FOMC patient, May stubborn, Trump determined

More trade concerns, more Brexit pantomine, more patience from the Fed. I go through what’s driving markets today with NAB’s Gavin Friend.

Huawei On Hold, Lowe Goes Lower and Pound Fails to Fly on May’s DoDo Deal

Aussie dollar falls on rate cut clue, pound dismayed by false hope of second referendum and equities boosted by Huawei trade restrictions put on hold. I talk through it all with NAB’s Ray Attril on today’s Morning Call podcast.

Powell and Lowe – will they both hint at rate cuts today?

Will the Fed’s Jerome Powell and RBA’s Philip Lowe both hint today at rate cuts next month? I ask NAB’s Rodrigo Catril. Plus the latest on the impact of Huawei on the US-China trade dispute.

Strong data shows it’s (the) US against the rest

Strong US data overnight helps stock prices, even though a Huawei ban escalates trade tensions with China. Unemployment numbers weigh on the Aussie dollar, whilst May’s imminent departure pulls the pound down. NAB’s Rodrigo Catril talks through what you need to know today.

Markets buoyed by reports of auto tariff delay

The markets are buoyed on reports that US auto tariffs due to kick in at the weekend will be delayed six months. NAB’s David de Garis suggests the President wants to take on one trade war at a time.

It was turnaround Tuesday , yet the ‘squabble’ continues

The market turned around overnight, even though there’s no sign that the US-China trade spat is nearing an end. I ask NAB’s Gavin Friend, why?

Markets hit as China bites back

Big moves on stocks, bonds commodities and currencies overnight as the US China trade war escalates. I ask NAB’s Gavin Friend where we go from here.

Volatility ahead as US China trade dispute intensifies

Tariffs about to kick in and Trump says more on the way. How will the markets react? I talk to NAB’s David de Garis about the worsening trade stand-off.

China “broke the deal”. Tariff deadline hours away.

A sharp reaction on the markets to Trump’s ‘China broke the deal’ comment. Can we expect a further reaction when tariff increases kick in? I talk to NAB’s Gavin Friend.

Markets resting on hope of a tariff delay

US equities reversed their declines from a day ago. I ask NAB’s David de Garis whether this means the markets aren’t convinced Trump will impose his tariffs this weekend. Plus the wash-up from yesterday’s RBNZ rate cut.

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