Monday: Trump Trade? Or just a clear election result trade?
The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP growth this year. And was the Trump trade actually about Trump? Or about a very clear election result? In our bonus deep dive interview, ANZ Senior Commodities Strategist Daniel Hynes analyses the risks of Australia’s gas supply getting redirected into the international market, and what might replace it domestically. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/