NAB Morning Call Light on news, high on hope
Jan 22, 2024
US equities hit new highs reflecting optimism. Weak data and pessimism for Chinese economy don't impact US ebullience. Bond markets were contained. Bank of Japan press conference and revised forecasts may determine future policy changes. NAB Business Survey is out today. Analysis of bond yields, Fed expectations, US vs China equities. Global equity markets, Bank of Japan, Australia's position, and the bond market. Bond market response to US Treasury movements. US Treasury issuing two-year notes, New Hampshire primary, and speculation on Trump vs Biden election.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Analysis of Bond Yields, Fed Expectations, and US vs China Equities
02:49 • 2min
Global Equity Markets, Bank of Japan, Australia's Position, and the Bond Market
04:41 • 3min
Analysis of Bond Market, US Data, Aussie Bonds, and Economic Indicators
07:11 • 3min
US Treasury Issuance, New Hampshire Primary, and Speculation on Trump vs Biden Election
09:51 • 2min