This week will be more about geopolitics than economic data says NAB’s Ray Attrill, with USA election debates and Brexit talks (again).

Shares have been up and down on the forlorn hopes of a stimulus deal. NAB’s Gavin Friend says as the mood darkens, minds are focused on Capitol Hill for any signs of hope.

The Aussie dollar has been hit hard by global uncertainty? NAB’s Ray Attrill is asked whether the prediction of 74 US cents by the year end still stands.

Jerome Powell has reiterated the need for more fiscal stimulus in the US, whilst Guy Debelle hinted that more monetary easing was just round the corner for the RBA. Tapas Strickland says NAB has revised its rate forecast.

Money laundering, US election worries, rising virus cases, lockdowns, Brexit – Gavin Friend says the rest of the world has a lot to worry about, so what stance will Guy Debelle take today, given Australia has less concerns.

US equity markets continue to slide. NAB’s Rodrigo wonders whether it is uncertainty over the Fed’s ability to stimulate the economy. Jerome Powell has a chance to do a sell-job when he faces two days of grilling by the US Senate and Congress this week.

Markets chose to take a negative view on the extended period of near zero interest rates signalled by the Fed, says NAB’s Gavin Friend. It’s a reminder that it’s the virus that determines the extent of the recovery, everywhere.

The Fed is going nowhere till 2023, “and arguably much longer than that” says NAB’s Rodrigo Catril. So what are the implications of three years of near zero interest rates?

Positive numbers from China helped boost markets but NAB’s Gavin Friend says we should still expect dovish forecasts from the FOMC tomorrow morning.

Yet more vaccine hopes, more TikTok jiggery pokery, more Brexit uncertainty and possibly more easing from the RBA. Rodrigo Catril talks us through it all on today’s Morning Call podcast.