PHIL’S AUDIO SHOWREEL
Latest
Who are you and what have you done with Jerome Powell?
Jerome Powell has changed his tune on the speed of tapering. He was a different man, says NAB’s David de Garis with the Fed chair clearly much more worried about inflation.
The bounce, the restrictions, the uncertainty
It’ll take a few weeks before we have a clear idea about the severity of the new Omicron strain. Markets attempted a bounce back on Monday, but it was by no means a full recovery and, on today’s podcast, NAB’s Ray Attrill talks about the uncertainty that awaits us.
Surviving with a negative trade balance
Can an economy prosper with a negative trade balance. And what has MMT got wrong on this? Me and @profstevekeen on the latest Debunking Economics podcast.
Did the markets overreact to Omicron news?
We can expect markets to be very jittery this week . Until we know more on Omicron , markets will be sensitive to headline news, says NAB’s Rodrigo Catril on today’s Morning Call podcast.
Talking turkey on central bank thinking
With America still off for Thanksgiving, NAB’s Gavi Friend talks turkey on central bank thinking. How much is inflation really pushing for faster tightening – for the Fed, the Riksbank, the ECB and the BoE?
Is the US getting too hot to handle?
The US is spending more and income is up, with inflation rising, whilst Europe is still held back by COVID concerns. It’s the perfect storm, says NAB’s Tapas Strickland, pushing the US dollar to its highest level in sixteen months. Time for the Fed to move faster?
Random Stuff
Announcing the Nobble Prize in Economics
There’s the Nobel Prize for Economics – but today we launch the Nobble prize. Who should be the first recipient?
Ten Things to Get Right at Launch
When you’re launching a new brand, product or promotion, there are at least ten things you need to get right.
Kabul blasts hit sentiment, markets hold for Powell’s taper talk
Market sentiment has taken a hit by explosions in Kabul, but NAB’s David de Garis says markets are still focused on the longer term expectations for US monetary policy ahead of Jerome Powell’s Jackson Hole speech tonight.