A rocky night for equities, the dollar and oil ahead of the G20. NAB’s David de Garis talks about what to expect, particularly as it seems Peter Navarro might gatecrash the meeting between President’s Trump and Xi.
One for our listeners, Pieter Verhoeven, suggested we look at steady state economics and the post-growth economy. What needs to change if we are to accept the findings in Limits to Growth and what would life be like in a zero growth economy?
Jerome Powell changes his stance, Mark Carney paints the disaster scenario and President Trump threatens car tariffs. NAB’s Rodrigo Catril talks through what’s driving the markets on The Morning Call podcast.
On The Morning Call NAB’s Gavin Friend talks through fears of a wrong turn on trade talks and a softening stance from the Fed.
Equities bounced back in the US today, as attention switches beyond temporary inflation to the US getting back to work. All the signs we are seeing are that the US is reopening, say David de Garis. https://t.co/PGhGeZ6DH2
US CPI numbers came in much higher than expected, with a swift market reaction. NAB’s David de Garis says the bond market reaction has been mature, but you could argue that the equity market has overreacted. Listen to why: https://t.co/UbdAjb9zja