The direction of US treasury yields will remain a theme this week, says NAB’s Rodrigo Catril, but as the economy recover we should expect them to climb higher. So why the fall last week. Listen in for more.

Very positive economic data out of the US and yet investors have been buying into bonds. Not the response you’d expect. NAB’s Ray Attrill has several reasons driving the behaviour. So what will be the response to more positive numbers,, this time out of China (including Q1 GDP) later today?

Will Coinbase be Wall Street’s proxy for crypto values? Discussed on today’s It’s the Business. Plus @James_T_Bourne talks Cloud, Edge, Fog and Mist!

The strength in the Aussie, weakening of the US dollar and a rise in bond yields are all part of the reflation trade, back in earnest, says NAB’s David de Garis on today’s Morning Call podcast.

Track and trace is still needed, but we need to make better use of technology says @PeterCochrane on today’s It’s the Business podcast. Does he mean more surveillance? Are we going to see yet more cameras around the place?

US inflation is higher than expected. NAB’s Rodrigo Catril says it remains to be seen whether the Fed is right that its transitory. And a jab slow-down for Europe as the J&J vaccine is put on hold.