Friday 27th July 2018

Equity markets got a boost from the news that Trump and Juncker have reached an agreement to halt further tariffs but, as Phil Dobbie discusses with NAB’s tapas Strickland, tech stocks took a dent from the sharp fall Facebook’s earning results. The ECB offered nothing new to the market overnight, yet it seemed to impact the Euro nonetheless. And Michel Barnier confirmed there’s a lot in Theresa May’s white paper that will not be acceptable to the EU, leaving open the question about where Brexit is heading.

Friday 27th July 2018

Equity markets got a boost from the news that Trump and Juncker have reached an agreement to halt further tariffs but, as Phil Dobbie discusses with NAB’s tapas Strickland, tech stocks took a dent from the sharp fall Facebook’s earning results. The ECB offered nothing new to the market overnight, yet it seemed to impact the Euro nonetheless. And Michel Barnier confirmed there’s a lot in Theresa May’s white paper that will not be acceptable to the EU, leaving open the question about where Brexit is heading.

Thursday 26th July 2018

The President seems to be approaching the trade talks with Mr Juncker in a positive light, whilst tweeting further thinly veiled threats against China. Early reports indicate Europe has gioven some ground. Phil Dobbie asks NAB’s David de Garis whether its just another Trump tactic – playing one trade foe against another? Whatever, shares continue to rise, but for how long? And what’s happening to Australian inflation – a temporary falter or the start of a softening trend? They also look ahead to tonight’s statement from the ECB – will they give more clarity on their timetable for lifting rates?

Thursday 26th July 2018

The President seems to be approaching the trade talks with Mr Juncker in a positive light, whilst tweeting further thinly veiled threats against China. Early reports indicate Europe has gioven some ground. Phil Dobbie asks NAB’s David de Garis whether its just another Trump tactic – playing one trade foe against another? Whatever, shares continue to rise, but for how long? And what’s happening to Australian inflation – a temporary falter or the start of a softening trend? They also look ahead to tonight’s statement from the ECB – will they give more clarity on their timetable for lifting rates?

Wednesday 25th July 2018

The President is, once again, using twitter to position himself for the tough trade talk with the EC’s President Juncker. He tweeted that he loves tariffs because it brings countries to the negotiating table. Phil Dobbie talks to NAB’s Rodrigo Catril, who says there are clear signs that oth the US sand China are preparing for a long game in the tariff war. China’s burst of confidence, irrespective of the trade threats, is helping the Aussie dollar, but will it continue if the uncertainty continues? And they look ahead to today’s CPI figures and what it could mean for the RBA policy decisions.

Wednesday 25th July 2018

The President is, once again, using twitter to position himself for the tough trade talk with the EC’s President Juncker. He tweeted that he loves tariffs because it brings countries to the negotiating table. Phil Dobbie talks to NAB’s Rodrigo Catril, who says there are clear signs that oth the US sand China are preparing for a long game in the tariff war. China’s burst of confidence, irrespective of the trade threats, is helping the Aussie dollar, but will it continue if the uncertainty continues? And they look ahead to today’s CPI figures and what it could mean for the RBA policy decisions.

Tuesday 24th July 2018

President Trump has relatively little influence on the markets today. His tweet in block caps, threatening Iran, pushed oil higher for a while, but it fell sharply as the markets remembered its more rhetoric than substance. In fact, as NAB’s Tapas Strickland explains to Phil Dobbie, it was the Bank of Japan’s changing approach to yield control and China’s policy to protect the economy that had the most impact on markets today. That could all change, of course, as the President meets with Mr Juncker tomorrow.

Tuesday 24th July 2018

President Trump has relatively little influence on the markets today. His tweet in block caps, threatening Iran, pushed oil higher for a while, but it fell sharply as the markets remembered its more rhetoric than substance. In fact, as NAB’s Tapas Strickland explains to Phil Dobbie, it was the Bank of Japan’s changing approach to yield control and China’s policy to protect the economy that had the most impact on markets today. That could all change, of course, as the President meets with Mr Juncker tomorrow.

Monday 23rd July 2018

President Trump isn’t holding back on his battle against what he sees as unfair trade practises. Phil Dobbie talks to NAB’s Rodrigo Catril about the President’s latest threat to impose tariffs on all Chinese imports. What will be the impact of a prolonged trade war? Is it bad news for the Aussie dollar? They also look at why Japanese government bond yields rose sharply on Friday and the latest on the Brexit deadlock.

Monday 23rd July 2018

President Trump isn’t holding back on his battle against what he sees as unfair trade practises. Phil Dobbie talks to NAB’s Rodrigo Catril about the President’s latest threat to impose tariffs on all Chinese imports. What will be the impact of a prolonged trade war? Is it bad news for the Aussie dollar? They also look at why Japanese government bond yields rose sharply on Friday and the latest on the Brexit deadlock.