markets

Cuts out of context

It’s as though Fed’s John Williams didn’t say anything on Thursday. NAB’s Rodrigo Catril on how the expectation now is back to a 25 basis point cut from the Fed next week.

Heading for a half percent cut?

Could the Fed be careering to a half percent rate cut at the end of the month? I ask NAB’s Alex Stanley on today’s Morning Call podcast. Plus, no proroguing for Boris.

A Darker Shade of Beige

A pessimistic outlook in the Fed Beige Book, fears of another government shutdown, stocks down on trade fears – on today’s Morning Call podcast NAB’s David de Garis talks about the new normal.

Mixed US data, more trade talk rhetoric, Brexit drives pound down

An escalation of the trade spat, hard Brexit bravado and Fed rate cut talk are the biggest drivers on the markets today. I talk to NAB’s Tapas Strickland on today’s Morning Call podcast.

China’s stimulus helps ahead of tariff hike

China’s industrial production numbers give ground for some optimism, helping the Aussie dollar. Rodrigo Catril on The Morning Call podcast from NAB.

US share hit highs, China trade slows, earnings season kick offs

China’s trade data was a concern on Friday, but on today’s Morning Call podcast NAB’s Ray Attrill says we didn’t see much adverse market reaction. It was a different story in the US, where equities hit new highs as speculation continues on the size of the next rate cut.

A hint of rising inflation doesn’t budge Powell

A hint of inflation, another Trump Twitter attack on China and day 2 of a dovish Powell, plus bad news for Australia (and we’re not just talking cricket) – I talk to NAB’s David de Garis on The Morning Call podcast.

Powell ignores payroll

A dovish Jerome Powell sends markets back to where they were before the non-farm payrolls last week. Phil Dobbie talks to NAB’s Gavin Friend about the rising expectation for a rate cut this month.

Tariffs bite as Powell prepares to testify

Small business is starting to see the impact of tariffs says NAB’s Ray Attrill on The Morning Call today, whilst Kaixin Owyong finds some good points in an otherwise gloomy outlook in the latest NAB Business Survey. Plus the Powell testimony today, of course.

Markets on hold, as Fed speakers go into overdrive

Markets are waiting on word from Jerome Powell and cautious about earning season, says NAB’s Tapas Strickland on today’s Morning Call podcast.

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