Japan’s pre-virus nose-dive

Markets have been looking for the peak of COVID-19, says NAB’s Tapas Strickland, as equities in China are back close to pre-virus levels. Likely to be too late to stop Japan heading into recession, though. Plus, end of the road for Holden.

Markets latch on to falling infection rates

Falling infection rates spur new growth. Plus softer retail numbers hit US GDP expectation. I talk to NAB’s Ray Attrill on today’s Morning Call podcast.

Virus worries, UK Chancellor quits, Euro falls further

NAB’s David de Garis talks through the markets confusion over virus numbers and, apparently, how they’re happy to see the back of the UK Chancellor.

Virus contagion eases, stocks hit new highs (again)

Market concern over the Corona virus eases further. NAB’s Gavin Friend talks through the market optimism, reflected in equities, the US dollar and oil today. Plus, the NZ dollar still doing well after RBNZ’s hawkish outlook yesterday.

Powell talks shares down, Aussie rises, Britain on hold, RBNZ today

Market sidesteps the virus and focuses on US growth. NAB’s Ray Attrill also talks about yesterday’s strong home loans numbers for Australia, and the RBNZ meet today.

Aussie’s post GFC low; virus concerns blitz strong US jobs report

Markets now more concerned about the virus than positive economic numbers. NAB’s Tapa Strickland on today’s Morning Call podcast.

China cuts tariffs, Aussie retail pushes rate cuts back

Markets respond positively to tariff cuts from China. NAB’s Tapa Strickland says strong earnings and positive economic data from the US has added to the optimism, Coronavirus aside.

Markets reading the numbers and preying on hope

Markets stronger on US and European data. NAB’s Gavin Friend says the numbers are taking a priority over virus concerns again.

And then the rebound, for now

Markets rebound on less Coronavirus concern, but, as NAB’s Rodrigo Catril says, we’ve been here before. Plus, the RBA’s (overly) optimistic growth forecasts.

US equities back, pound hit by argy-bargy, RBA today

The pound hit hard by some Brexit argy-bargy, US equities up as Coronavirus concerns sidelined by positive ISM numbers. NAB’s David de Garis talks through it.

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