Month: March 2019

Interest rates – have they anywhere to go?

Interest rates have been so low for so long, does that give central banks any room to move when there’s another recession.

Holding out for the FOMC and for Brexit news

I talk to NAB’s David de Garis about the FOMC meeting this week and delays on Brexit and the US China deal.

Mayhem as May Manoeuvres For Her Deal

NAB’s Tapas Strickland and I try to make sense of the latest round of Brexit votes on today’s Morning Call podcast. A trade solution between the US and China seems simpler, with President Xi set for a state visit.

Goodbye to a no-deal Brexit, ever

Three votes at Westminster – what do they mean and why has the pound responded? I talk to NAB’s Gavin Friend in London.

May Defeated, Boeing Grounded

What next for Britain after another Brexit defeat? I talk to NAB’s David de Garis. Plus Boeing, US inflation and the direction of the Aussie economy.

Risk on as US retail sales bounce back and hopes of a Brexit breakthrough

The US retail sales rebound and a last-minute Brexit hope. I talk to NAB’s Rodrigo Catril on a morning rich with risk-on sentiment.

The next big recession – when, where and how

We are due another recession. So what will be the cause of it this time and how far will it spread?

NAB forecasts two rate cuts; Powell on Primetime

The good and bad of Friday’s payroll’s data. Plus the lowdown on NAB’s revised rates guidance from NAB’s Ray Attrill.

More cheap loans, lower forecasts, no rate rises – the ECB is worried

The ECB is worried – on The Morning Call NAB’s David de Garis talks through how they lept into action today, hurting the markets on both sides of the Atlantic.

Australia joins the downturn; Williams on the new normal; ECB considers its options

After yesterday’s Aussie GDP figures I ask NAB’s Gavin Friend whether the news is all bad? Plus, John Williams suggests no move for the Fed this year and could the next move for the Bank of Canada be down?

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