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.

Talks back on, bonds sell off

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.

US dollar weaker on Hong Kong, UK and Italy’s positive news

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.

US manufacturing shows cracks, Brexit delays and Aussie GDP today

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.

Is a pre-Brexit election looming?

When Boris Johnson says he doesn’t want an election, does that mean he’s about to announce one? NAB’s Tapas Strickland on the falling pound and the latest twist in the Brexit saga.

New month, new tariffs, new uncertainty

New US tariffs on Chinese imports kicked in over the weekend. NAB’s Rodrigo Catril anticipates the market reaction, whilst consumer sentiment I the US records a big drop.

China’s olive branch supports risk-on mood

Trade tensions ease as China offers an olive branch – NAB’s David de Garis talks through the market reaction, notwithstanding the increase in tariffs this weekend.

Boris, proroguing his way to Brexit

The pound took a hit today as PM Johnson announced he would suspend parliament from Sept 12th. I ask NAB’s Gavin Friend why the pound bounced back so quickly, and what happens next.

Markets fall after yesterday’s false hope

Markets have retreated from the temporary optimism of yesterday. I talk to NAB’s Rodrigo Catril about the latest turn the US China trade talks, including falls in bond yields and equities. Still, there’s optimism in Italy and the UK. For now.

Turn around on trade war but downturn in Germany

The markets reversed their position on optimism over US China trade talks, but NAB’s Tapas Strickland wonders what’s really changed?

A stormy Monday as trade war ratchets up

As the trade war ratchets up NAB’s Ray Attrill looks at how things escalated over the weekend, and the market reaction expected today.

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