PHIL’S AUDIO SHOWREEL
NZ GDP and Aussie employment numbers both punched the lights oujt yesterday. But, as NAB’s David de Garis explains, any currency response was short lived,. As the US dollar climbs higher o the back of the FOMC’s hawkish outlook for the US yesterday.
Markets are cautious ahead of the FOMC tomorrow, in part because of weaker retail numbers. But NAB’s Tapas Strickland finds a couple of positives out of those numbers.
This morning pre-FOMC positioning is the name of the game for bonds and currencies says NAB’s Ray Attrill on this morning’s Morning Call podcast. Plus, the rise of oil to two-year highs. How much further will it go?
Markets were unphased by higher-than-expected inflation in the US. NAB’s David de Garis says there’s more interest in next week’s FOMC meeting, after a couple of poor payroll reads.
Will more infrastructure competition be better for the industry, even though the OECD country with the fastest rollout of fibre did so with a monopoly player.
Monetary and fiscal coordination is happening in Europe and the UK, but not the states, says NAB’s David de Garis on today’s Morning Call podcast. Can Biden fix that?