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Inauguration Day Highs

Most companies have beaten earnings expectations. NAB’s Tapas Strickland says that explains why stocks are at all-time highs, plus the stimulus from the new Presidency.

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America Goes Gaga as Janet Yellen Acts Big

Janet Yellen says the US administration needs to act big in the next Corona virus package. NAB’s Ray Attrill says she also signalled no change in direction regarding China.

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Trump’s last day – how much will Biden undo?

As Biden prepares to move into the White House NAB’s Tapas Strickland says the unanswered question is his attitude towards China.

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Is Biden’s Honeymoon Over Already?

NAB’s Rodrigo Catril says Biden’s pledge to make sure everyone pays their share has hit equities in the US, whilst demand for bonds has risen as investor chase yield.

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Bond yields rise as Powell puts paid to tapering

Jerome Powell has helped push Treasury yields higher. NAB’s Gavin Friend says the Fed Chair indicated they would look through any short-term rise in inflation as a reason to cut their bond buying.

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It’s the Business – coming soon

Coming soon, a fresh sound for early morning business news and commentary.

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Random Stuff

Were mum and dad right about saving?

Did your mum and dad teach you to save money rather than borrow? It was better to have cash than be in debt. I talk to Prof Steve Keen about how the last few decades have seen a total turnaround in that thinking.

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The false economies of private health

Antibiotics are failing and pharmaceutical companies aren’t getting the RoI they want to research new strains. Listen to me and @ProfSteveKeen on the false economies of private health.

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Content is the Productivity King

Implementing an enterprise content management system might not seem like the most exciting project your company could engage in, but it could be the most beneficial.

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