In our last Morning Call of the year NAB’s Ray Attrill talks about how the positive news of a US fiscal stimulus deal has been completely overshadowed by the new COVID-19 strain in the UK.

The pound will take a hit from the latest lockdowns says NAB’s Rodrigo Catril, but a Brexit deal is still possible. Risk assets are likely to gain on the imminent signing of a US fiscal stimulus.

It’s right to the wire for the US fiscal stimulus and the UK-EU trade deal. NAB’s Gavin Friend says both will get across the line – at least the markets are priced that way, but the clock has got much further to tick.

News of an imminent fiscal stimulus deal in the US has offset the market downturn from grim retail numbers in the US, says NAB’s Gavin Friend. He also talks to Phil Dobbie about this morning’s Fed meeting.

A possible Brexit deal? Positive news says NAB’s Rodrigo Catril, but we still need to be cautious. There’s greater hope that a fiscal stimulus deal is close in the US.

The markets started the week in an ebullient mood, says NAB’s Ray Attrill, but the news of a new strain of COVID-19 have taken off the shine.

NAB’s Tapas Strickland says the pound has already recovered after the news that UK-EU trade talks will continue. Whilst, in the US, Operation Warp Speed kicks into action this week.