PHIL’S AUDIO SHOWREEL
Latest
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.
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.
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.
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.
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.
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?
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.
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.
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.