What are the repercussions from the weekend attack on the Aramco refinery. NAB’s Rodrigo Catril suggests prices will be elevated for some time. So who will be the winners and losers?
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.
China feels the hurt from tariffs. NAB’s Ray Attrill talks through how markets are reacting to a trade war that looks like it’ll be with us for a while. Plus, the take-outs from Friday’s US payrolls data, what to expect from the ECB and the Brexit latest.
Strong non-manufacturing ISM numbers and a resumption of trade talks spark a flurry of activity on stocks and bonds. I ask NAB’s David de Garis whether the markets will be as sensitive to tonight’s non-farm payrolls data.
A weaker US dollar today – why? NAB’s Tapas Strickland points to three strengths elsewhere – formation of the Italian government, easing unrest in Hong Kong and the avoidance of a no-deal Brexit, for now.
Could Brexit be delayed? Could the RBA move a rate cut forward? Will poor manufacturing data in the US be the impetus for a trade resolution? Three questions for NAB’s Gavin Friend on today’s Morning Call podcast.
Brexit runs short of time, the US China trade deal goes sideways, but NAB’s Ray Attrill talks about markets that are still optimistic. https://t.co/JIcp8kWG4q