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Fewer jobless claims and hopes of a faster recovery

Equities bounced back in the US today, as attention switches beyond temporary inflation to the US getting back to work. All the signs we are seeing are that the US is reopening, say David de Garis.

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The inflation shock we were warned about

US CPI numbers came in much higher than expected, with a swift market reaction. NAB’s David de Garis says the bond market reaction has been mature, but you could argue that the equity market has overreacted. Listen to his explanation of today’s Morning Call podcast.

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Vertigo and Inflation Fears

The rise in shares this year might have given investors vertigo, says NAB’s Gavin Friend, but the main reason for a fall in equities this week has been rising evidence of mounting inflation.

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Inflation, hugs and shrinking deficits

Inflation concerns continue to grow. NAB’s Rodrigo Catril explain why this hits tech stocks so hard. Plus a look ahead to tonight’s Aussie budget, and why cable has had such a good session.

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Navigating out of the COVID crisis

Will economies simply come bouncing back? Not with the accumulated levels of private debt says @profstevekeen. So what should governments and central banks do now?

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Does the US jobs shortfall vindicate the Fed’s cautious approach?

There are mixed views on the cause of the poor jobs recovery in the US. NAB’s Tapas Strickland says some see the stimulus as disincentive to look for work, whereas the markets have taken it as a sign that the Fed’s cautious approach is warranted.

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Random Stuff

Is central bank independence a thing of the past?

With central banks colluding with governments to coordinate fiscal and monetary policy, is their independence a thing of the past?

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Will structural separation ever be enough?

The race is on for Telstra to come up with a structural separation plan that will keep the ACCC and service providers happy. But will anything short of a full functional split do the job?

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Lowe sends Aussie lower; Markets unmoved by Trump

Philip Lowe sends the Aussie dollar lower. I ask NAB’s Tapas Strickland what it’ll take for the RBA to cut rates?

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