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.
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.
Swift market reaction to FOMC statement – NAB’s Gavin Friend talks through it ion The Morning Call. Plus, is Theresa May hunting a unicorn?
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.
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.
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.
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.
More Brexit speculation, economic pessimism and a deterministic approach to trade talks. NAB’s Ray Attrill on what’s driving market right now.
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.
Brexit and trade talks, both going nowhere. And, as I discuss with NAB’s Tapas Strickland, the IMF downgrades global growth forecasts again.
Are we trying to apply theory developed for production-based economies, on economies driven by knowledge? It’s worse than that says Steve Keen.