NAB Morning Call

Thursday 14th February 2019

The NZ dollar jumped 1.7 percent yesterday after the RBNZ indicated they weren’t expected to change rates till 2021. NAB’s Gavin Friend explains the reaction. He also talks to Phil Dobbie about the countdown to the US government shutdown – the expectation is it will be averted and the March 1 deadline for China trade tariffs will be pushed back, hence the continued optimism in the markets. There’s also some discussion about whether US equities are riding too high, the influence of share buybacks, and the latest CPI readings from the US and UK. Plus, what to look out for today.

Wednesday 13th February 2019

It’s looking likely that the March 1st deadline for higher Chinese tariffs will be pushed back on the hope of progress on trade talks next month. There’s also hope that a deal will be reached to stop another US government shutdown. NAB’s Tapas Strickland suggests it would be politically damaging for the President to see it happen again. He also talks to Phil Dobbie about the findings of the NAB business survey, the RBNZ meeting today and what dates to watch for Brexit now the next meaningful vote has been pushed down the road.

Wednesday 13th February 2019

It’s looking likely that the March 1st deadline for higher Chinese tariffs will be pushed back on the hope of progress on trade talks next month. There’s also hope that a deal will be reached to stop another US government shutdown. NAB’s Tapas Strickland suggests it would be politically damaging for the President to see it happen again. He also talks to Phil Dobbie about the findings of the NAB business survey, the RBNZ meeting today and what dates to watch for Brexit now the next meaningful vote has been pushed down the road.

Wednesday 13th February 2019

It’s looking likely that the March 1st deadline for higher Chinese tariffs will be pushed back on the hope of progress on trade talks next month. There’s also hope that a deal will be reached to stop another US government shutdown. NAB’s Tapas Strickland suggests it would be politically damaging for the President to see it happen again. He also talks to Phil Dobbie about the findings of the NAB business survey, the RBNZ meeting today and what dates to watch for Brexit now the next meaningful vote has been pushed down the road.

Tuesday 12th February 2019

It’s been a quiet day, in which the main news was the rise in Chinese equities on the back of the Lunar New Year holiday and the sharp fall in UK growth and business investment. Phil Dobbie talks to NAB’s Ray Attrill about those stories, plus the possibility that Presidents Trump and Xi will meet in March – and why today’s NAB Business Survey is so important.

Tuesday 12th February 2019

It’s been a quiet day, in which the main news was the rise in Chinese equities on the back of the Lunar New Year holiday and the sharp fall in UK growth and business investment. Phil Dobbie talks to NAB’s Ray Attrill about those stories, plus the possibility that Presidents Trump and Xi will meet in March – and why today’s NAB Business Survey is so important.

Tuesday 12th February 2019

It’s been a quiet day, in which the main news was the rise in Chinese equities on the back of the Lunar New Year holiday and the sharp fall in UK growth and business investment. Phil Dobbie talks to NAB’s Ray Attrill about those stories, plus the possibility that Presidents Trump and Xi will meet in March – and why today’s NAB Business Survey is so important.

Tuesday 12th February 2019

It’s been a quiet day, in which the main news was the rise in Chinese equities on the back of the Lunar New Year holiday and the sharp fall in UK growth and business investment. Phil Dobbie talks to NAB’s Ray Attrill about those stories, plus the possibility that Presidents Trump and Xi will meet in March – and why today’s NAB Business Survey is so important.

Monday 11th February 2019

Talks at averting another US government shutdown ended in deadlock at the weekend. Phil Dobbie asks NAB’s Rodrigo Catril how that could play out in the markets in the early part of the week, after a relatively quiet end to last week. They also, reluctantly, talk about Brexit, as Theresa May kicks the can further down the road. Is it a cul de sac? And a wealth of data and Australian news this week, but will any of it help the beleaguered Aussie dollar?

Monday 11th February 2019

Talks at averting another US government shutdown ended in deadlock at the weekend. Phil Dobbie asks NAB’s Rodrigo Catril how that could play out in the markets in the early part of the week, after a relatively quiet end to last week. They also, reluctantly, talk about Brexit, as Theresa May kicks the can further down the road. Is it a cul de sac? And a wealth of data and Australian news this week, but will any of it help the beleaguered Aussie dollar?