Who controls interest?

Interest rates are going up. I ask Steve Keen if it’s a good idea in this environment, and what if you took this key instrument away from central banks and interest rates never changed?

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Turnaround in bonds ahead of FOMC this week

Bond yields have fallen slightly. NAB’s Tapas Strickland suggests it might be down to expectation of more moderate language from the Fed as they try and rein in the response to their recent hawkish stance.

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Aussie jobs flourish and US equities bounce

Equities rise and bond yields fall. NAB’s David de Garis asks, is it just a bear market bounce? NAB’s Ivan Colhoun looks at the implications of yesterday’s strong Aussie jobs numbers.

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Inflation (almost) everywhere

Rising yields in Germany and the UK show the inflation story is not just a US dynamic, says NAB’s Gavin Friend. It’s everywhere.

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Markets swallow the post-Omicron outlook pill

Demand for oil is reflecting the view that markets will reopen faster, says NAB’s Rodrigo Catril. Pfizer’s morning-after COVID pill will help with that, but it won’t help with inflation concerns.

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China bucks the tightening trend

It’s all about interest rates at the moment – how far will they rise? But, as NBA’s Tapas Strickland points out, China’s President Xi is warning central banks to sit tight, as his own PBoC lowers rates. It’s shaping up to be a year of divergent monetary policies.

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Random Stuff

Share in the bounce back

This morning @rodneyhobson picks shares and sectors that could do well in the bounce back we are set to experience. Plus, hotel quarantine starts today. Take our place in the border queue.

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The Heathrow decision doesn’t hurt global Britain, but it does help the planet

The Appeals Court made the right decision. Such a massive expansion of Heathrow would be bad for the climate and wouldn’t do much for global Britain. The only winner would be the airport operators.

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Trade hope sends stocks high, Aussie waits on Lowe

Trade hope sends US stocks high, but the Aussie dollar is waiting for words from Philip Lowe. NAB’s Ray Attrill says the RBA Governor’s talk tonight is the most crucial event locally.

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