Day: 22 October 2020

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AUDIO The Morning Call

Trump’s Last Stand; PMI’s Galore Today

By phildobbie — 7 months ago

Strong US data and lingering stimulus hopes helped US equities overnight. NAB’s Gavin Friend talks about the Presidential debate, new stimulus in the UK, mixed data from Europe and a swag of PMIs later today and tonight.

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Phil Dobbie
phildobbiePhil Dobbie@phildobbie·
13 May

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

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phildobbiePhil Dobbie@phildobbie·
12 May

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

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