Higher equities, less interest in bonds, yet there’s still the COVID risk. NAB’s Gavin Friend dives into the choppy waters we’re seeing right now.

NAB’s David de Garis says the markets were disappointed that the FOMC minutes didn’t hint at any magic policy bullet that some had hoped for.

With a falling US dollar, the Aussie climbs higher than the NZ dollar – NAB’s Ray Attrill says the Aussie NZ cross has hit a two year high. Meanwhile, US equities continue to rise, despite everything!

US China trade talks off the table. No big surprise, says NABs Rodrigo Catril on today’s Morning Call. The virus continues to dominate market concerns.

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.