markets

Fed turns hawkish, bank liquidity problems continue, oil slides further

The FOMC sounded more hawkish than expected. NAB’s David de Garis talks through the market reaction, the Trump tweet and oil returning to levels pre-Saudi crisis.

Oil slides as production returns

Saudi Arabia production backup by the end of month. NAB’s Gavin Friend talks through the market reaction and previews the Fed’s policy decision tomorrow.

The Saudi aftermath – winners and losers

What are the repercussions from the weekend attack on the Aramco refinery. NAB’s Rodrigo Catril suggests prices will be elevated for some time. So who will be the winners and losers?

Oil attack hits supplies and Iran relations

Oil supplies hit after Saudi attacks. NAB’s Ray Attrill talks through the impact on oil prices and bond yields.

QE is back at the ECB

QE is back at the ECB. NAB’s Gavin Friend talks through the measures introduced and the market response.

Draghi’s (almost) last stand

Mario Draghi is easing himself out of the ECB – but does that include quantitative easing? Phil Dobbie asks NAB’s David de Garis. Plus, NAB revises its rate call for the RBA.

Bonds sold off, Boris’ no-deal stymied

Bond yields up. NAB’s Tapas Strickland says it started in Germany with expectations that there will be no bazooka from the ECB this week.

Trade war impacts as ECB prepares to pull out the stops

China feels the hurt from tariffs. NAB’s Ray Attrill talks through how markets are reacting to a trade war that looks like it’ll be with us for a while. Plus, the take-outs from Friday’s US payrolls data, what to expect from the ECB and the Brexit latest.

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.

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