The new month kicks off with lower than expected PMIs from China. Phil Dobbie talks to NAB’s David de Garis about the impact this has had on the Aussie and New Zealand dollar. There’s also weaker than expected inflation in Europe and slower GDP from Canada. But it’s not all bad news; US consumer confidence is the highest its’ been since the year 2000 and Brexit talks might be speeding up a little. And Donald Trump says the tax plan is 90% written.