Month: January 2019

After the Fed – stronger equities, weaker bond yields

Equities on the charge again now we know the Fed won’t be lifting rates in a hurry. Phil Dobbie talks to @NAB’s David de Garis on The Morning Call.

Fed more patient, UK parliament more unicorn

Swift market reaction to FOMC statement – NAB’s Gavin Friend talks through it ion The Morning Call. Plus, is Theresa May hunting a unicorn?

Apple, Brexit, Fed and Huawei Latest

A busy 24 hours ahead, including Brexit votes, FOMC meeting, trade talks and key data. NAB’s Rodrigo Catril talks us through it all and what it means for the markets.

Were mum and dad right about saving?

Did your mum and dad teach you to save money rather than borrow? It was better to have cash than be in debt. I talk to Prof Steve Keen about how the last few decades have seen a total turnaround in that thinking.

US open for business as earnings fall and Brexit debate returns

A bellwether stock misses the mark, questions over a slower wind-down on the Fed balance sheet, the cost of the US govt shutdown and more votes on Brexit.

Europe’s weakening economy and a downbeat Draghi – time to write off a rate rise?

Weak data from Europe and a downbeat Draghi. I ask NAB’s David de Garis if this scuppers the chance of any rate move from the ECB this year.

Speculation, determinism and pessimism

More Brexit speculation, economic pessimism and a deterministic approach to trade talks. NAB’s Ray Attrill on what’s driving market right now.

Blue day after a blood moon

Markets take a pessimistic line today, but as NAB’s Gavin Friend suggests, the pound reflects renewed hope that a hard Brexit will be avoided.

Stalemate for Brexit and trade talks, IMF reduces forecasts again

Brexit and trade talks, both going nowhere. And, as I discuss with NAB’s Tapas Strickland, the IMF downgrades global growth forecasts again.

Running knowledge economies using production-based theories

Are we trying to apply theory developed for production-based economies, on economies driven by knowledge? It’s worse than that says Steve Keen.

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