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.

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.

No deals, no rate cut and little Euro-growth

Markets react again to growing concern about extra US tariffs on China from the weekend. Plus the RBNZ rate decision today, downgraded forecasts for Europe and the manoeuvring to oust May.

Will the RBA cut rates today?

Will the RBA cut rates today? I ask NAB’s Rodrigo Catril on today’s Morning Call podcast.

Trump’s week-end tariff spat

Is President Trump bluffing on hiking tariffs on China by the end of the week? I talk to NAB’s Rodrigo Catril on what promises to be a very choppy week.

One Day After the Fed

The markets continue to respond to Fed Powell’s ‘transitory’ remark on low inflation yesterday. I ask NAB’s David de Garis whether that means we’ll see wages pick up in the non-farm payrolls?

Powell’s tightrope walk on inflation

Was Jerome Powell a little more hawkish than expected? NAB’s Gavin Friend talks about the market turnaround in the press conference that followed the FOMC decision.

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