China data brings fresh hope
China’s PMI numbers over the weekend were better than expected. I ask NAB’s David de Garis whether this assumes a strong, risk-on mood for the first week of a new quarter?
China’s PMI numbers over the weekend were better than expected. I ask NAB’s David de Garis whether this assumes a strong, risk-on mood for the first week of a new quarter?
Today was the day the UK was to leave the EU – we’ll get a new date today. NAB’s Tapas Strickland talks about procrastination in US China trade talks too, which isn’t helping the global slowdown.
Bonds run hot, the reaction to yesterday’s RBNZ meeting and Theresa May is the sacrificial lamb for her Brexit deal. All that’s driving markets today, with me and NAB’s Tapas Strickland.
The Aussie performs well as the stock market bounces back with a risk-on mood. I ask NAB’s Ray Attrill, ‘why the change in direction?’
Brexit looks shaky, Germany shows hope and at least one member of the Fed is sounding more hawkish. NAB’s David de Garis talks through what counts with Phil Dobbie on The Morning Call podcast.
Does an inverted yield curve mean a recession is on the way? Too early to call, says NAB’s Rodrigo Catril. But, it does seem the slowdown in Europe will last longer than envisaged.
Sterling took a hit on the latest Brexit shenanigans. NAB’s Gavin Friend talks through the day in Brussels, plus the reaction to the Fed 24 hours on.
Big moves after a very dovish Fed announcement. NAB’s Ray Attrill talks through what they said, plus the latest Brexit shenanigans and the importance of today’s Aussie employment data.
China and Europe both playing hardball on deals today. NAB’s Rodrigo Catril and I surmise it’s all part of the art of the deal. Plus, a prelude to the FOMC meeting tomorrow.
I talk to NABs Tapas Strickland about a 17th century law that has probably pushed Brexit back nine months. Plus, could we see the Euro rebound in coming weeks?