WHO offers a shot in the arm for markets

Markets have been boosted on positive anecdotes around the new COVIDS strain. NAB’s David de Garis says there’s a bucket of news helping give the markets a glass half full view of where we are. It’s hard to keep the stock markets down.

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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.

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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.

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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.

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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.

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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?

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Random Stuff

Watch Germany go!

Whilst central banks up their forecasts – the latest being the Bank of England – the latest factory orders are a reminder of just how well Germany is doing, NAB’s Gavin Friend says this adds to the strong GDP numbers last week. Non-farm payrolls in the US tonight.

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Optus launches its femtocell future

Today Optus launches a new home-based femtocell product for mobile users. The aim is clearly to lure more users away from home phones on competing networks.

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Bond yields bounce back; Trump’s bad hair day

Bond yields bounce back. On The Morning Call NAB’s David de Garis says there’s a bit of adjustment from yesterday’s comments from Jerome Powell. Plus, Steven Mnuchin talks up hopes of a trade deal with China.

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