A Double Deal … did the markets overreact?
Hope from the US-China truce and a potential Brexit deal – but did the markets overreact. NAB’s Tapas Strickland on today’s Morning Call.
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.
Two big slugs of positivity
Hopes of a Brexit deal mount, whilst a US China talks have taken a positive turn too. NAB’s Rodrigo Catril talks through the swift market reaction.
Markets respond to a glimmer of hope
Can China strike an interim deal this week this week? The market is showing some hope. NAB’s Gavin Friend on today’s Morning Call podcast.
Deals are falling off the table
Two deals on shaky ground – NAB’s Ray Attrill on the US China talks hit by more restrictions from the Trump administration, and the wheels falling off Brexit discussions.
The Waiting Games: trade, Brexit and Syria
All eyes on US China trade talks and the Brexit deal. Tapas Strickland talks about a market hiatus as we wait for answers (or not).
Services sector slips and rate cut hopes rise
Recent weak US data has sent the equity markets sliding. Yet today, evidence that the downturn is spreading to the services sector has seen shares rise. NAB’s Ray Attrill explains why.
Q4 off to a bad start as stocks tumble on slowdown fears
A sea of red on equities as markets take a pessimistic outlook on global trade. NAB’s Gavin Friend on today’s Morning Call podcast.
RBA takes aim, US manufacturing shoots lower
The Aussie dollar touches lowest point since 2009. US manufacturing also lowest since the GFC. NAB’s Ray Attrill talks through sweeping movements in currencies, equities and bond yields.
Markets brush off all yesterday’s news; RBA cut expected
A quarter percent rate cut is expected from the RBA today. NAB’s Rodrigo Catril explains why, as well as examining the sharp fall in the Kiwi dollar and bad news expected from Japan today.
Trump’s equity delisting threat, a storm in a China teacup?
Did the markets overreact on Friday to US threats to delist Chinese companies in US stock exchanges? NAB’s Tapas Strickland says there are big divisions in the US administration on this.
THE TWITTERATI
The markets are on hold ahead of a flurry of activity later this week. NAB’s Alex Stanley talks us through it on today’s Morning Call podcast. The calmness gives time to absorb today’s NAB Business Survey. https://t.co/Q07aUopaID
Strong jobs numbers from the US and weak export data from China. I ask NAB’s Ray Attrill whether this could mean a delay to the phase on trade deal? https://t.co/inWKBrHFna