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.
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.
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.
US real yields continue to boost the US dollar, says NAB’s David de Garis, with the Aussie and Kiwi dollars paying the price. Even with ‘stonking’ GDP and employment reads for NZ and Australia yesterday. https://t.co/3iekB2gD8d