Month: August 2019

Project Fear – Chapter One

Life after Brexit. It won’t be this bad, surely?

China helps the bounce back

US declares China currency manipulators but, as NAB’s Gavin Friend highlights in today’s Morning Call, it’s the actions of the PBoC that helped markets to moderate a lot overnight.

Freeports – right for now or a spin on an outdated idea? (preview)

Boris Johnson says he will introduce 10 free trade zones in the UK post Brexit. Will it create new opportunities or is it jus ta last ditch attempt to keep a few car plants running?

Market Frenzy on Chinese Trade Response

Markets respond markedly to China’s response to US tariff threat. I talk to NAB’s David de Garis about the share sell-off and flattening yield curve.

Market prices US-China trade escalation

How did the markets shake down after President Trump’s China tariff announcement? And what happens next? NAB’s Ray Attrill on today’s Morning Call podcast.

Trump goes all the way on China tariffs

Garis about the incredible market reaction.

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