The real deadline for a UK-EU trade deal is really the weekend, says NAB’s Rodrigo Catril, so don’t expect much today from the Johnson – von der Leyen dinner date. We’ll also be watching for an indication of the length of the ECB’s bond buying program today.

No movement on the UK-EU deal or the US fiscal stimulus package. It’s difficult to split the reality from the rhetoric says NAB’s Tapas Strickland. Meanwhile the start of vaccinations in the UK has created some market optimism.

UK and EU leaders to meet in person to nut out trade deal. But NAB’s Rodrigo Catril says we might see more detail on the US $908b stimulus relief package today.

A US fiscal stimulus plan is perhaps more likely than a UK-EU trade agreement, says NAB’s Ray Attrill on today’s Morning Call podcast.

Strong growth, renewed hopes of a US stimulus and Brexit talks entering the tunnel – NAB’s Tapas Strickland says these are amongst the reasons for a strong risk-on session in the markets today.

A soggy day on the markets says NAB’s David de Garis, but the continue rise in base metals points to the growth in China, whilst the rest of the world struggles with the virus.

Strong US data and lingering stimulus hopes helped US equities overnight. NAB’s Gavin Friend talks about the Presidential debate, new stimulus in the UK, mixed data from Europe and a swag of PMIs later today and tonight.

David de Garis says Brexit negotiators are going to stay “in the tent” till a deal is done, and the pound has responded. That, and more US stimulus talk on The Morning Call podcast today.

US equities are up as stimulus deadline is pushed back. On today’s morning Call podcast NAB’s Tapas Strickland says positive vaccine has helped, and a clearer expectation on the outcome of the US election.

A big drop in US equities shows hopes of a stimulus deal have collapsed, but NAB’s Ray Attrill says the rising pound suggests nobody believes Boris Johnson when he says he’s calling off talks over Brexit.