Monday 5th March 2018

The markets continued to react to President Trump’s stance on steel tariffs, with his resolve seemingly increasing over the weekend. Phil Dobbie asks NAB’s Rodrigo Catril how far the influence will reach this week. They also discuss the situation in Europe, where Teresa May’s speech is seen by many as a step in the right direction and where another election in Germany is no longer on the cards. We still have to wait and see how Italy voted. They also discuss Japan’s exit strategy from QE, Australian property and China’s Caixin PMI today, will it echo the decline shown in the official figures last week.