NAB Morning Call

The markets were a little spooked on Friday with Mueller’s report on Russian involvement in the 2016 election. Phil Dobbie asks NAB’s Ray Attrill whether it will spillover to this week, creating more volatility. They also discuss the significance of Barnier’s Stairway to Brexit, and the importance of Australia’s wage price index this week.

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The markets were a little spooked on Friday with Mueller’s report on Russian involvement in the 2016 election. Phil Dobbie asks NAB’s Ray Attrill whether it will spillover to this week, creating more volatility. They also discuss the significance of Barnier’s Stairway to Brexit, and the importance of Australia’s wage price index this week.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

Friday 16th February 2018

Equity markets continued to climb back, even though there was further evidence of rising US inflation overnight. Phil Dobbie talks to Rodrigo Catril about the latest US data, Europe’s widening trade gap with the US, the rise and rise of the Japanese Yen, and what we can expect from RBA Governor Philip Lowe at a the House of Reps Standing Committee today.

Friday 16th February 2018

Equity markets continued to climb back, even though there was further evidence of rising US inflation overnight. Phil Dobbie talks to Rodrigo Catril about the latest US data, Europe’s widening trade gap with the US, the rise and rise of the Japanese Yen, and what we can expect from RBA Governor Philip Lowe at a the House of Reps Standing Committee today.

Thursday 15th February 2018

There was a sharp reaction to higher than expected CPI figures overnight but they have been tempered by weaker than expected retail figures. Phil Dobbie asks NAB’s David de Garis whether the market had paid too much attention to the retail numbers. They also look at European data, the inexplicable growth in the pound, a leap in the Rand and what we can expect from Australia’s employment data this morning.

Thursday 15th February 2018

There was a sharp reaction to higher than expected CPI figures overnight but they have been tempered by weaker than expected retail figures. Phil Dobbie asks NAB’s David de Garis whether the market had paid too much attention to the retail numbers. They also look at European data, the inexplicable growth in the pound, a leap in the Rand and what we can expect from Australia’s employment data this morning.

Wednesday 14th February 2018

The US dollar is on the slide again. As Phil Dobbie discusses with NAB’s Ray Attrill the volatility remains ahead of US CPI figures tonight. Meanwhile, inflation in the UK has remained at 3% - it was expected to fall, presenting a challenge to the Bank of England. And business conditions in Australia are excellent, but what’s the wages story. Does it give a hint of inflation prospects in our part of the world?

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

Wednesday 14th February 2018

The US dollar is on the slide again. As Phil Dobbie discusses with NAB’s Ray Attrill the volatility remains ahead of US CPI figures tonight. Meanwhile, inflation in the UK has remained at 3% - it was expected to fall, presenting a challenge to the Bank of England. And business conditions in Australia are excellent, but what’s the wages story. Does it give a hint of inflation prospects in our part of the world?

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

US and European equities are back on the march upwards, with significant rises on most indices this morning. Phil Dobbie asks NAB’s Gavin Friend whether company buy backs could be part of this shift. They also discuss the significance (or otherwise) of President Trump’s budget announcement, the prospect of peace talks for Korea, and how the Rand indicates it’s exit stage left for Jacob Zuma.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss

US and European equities are back on the march upwards, with significant rises on most indices this morning. Phil Dobbie asks NAB’s Gavin Friend whether company buy backs could be part of this shift. They also discuss the significance (or otherwise) of President Trump’s budget announcement, the prospect of peace talks for Korea, and how the Rand indicates it’s exit stage left for Jacob Zuma.

Subscribe on iTunes: itunes.apple.com/au/podcast/id1148500935

Use this RSS feed on your favourite podcast app: feeds.soundcloud.com/users/soundclo…033/sounds.rss