It’s been a quiet day, in which the main news was the rise in Chinese equities on the back of the Lunar New Year holiday and the sharp fall in UK growth and business investment. Phil Dobbie talks to NAB’s Ray Attrill about those stories, plus the possibility that Presidents Trump and Xi will meet in March – and why today’s NAB Business Survey is so important.
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Not convinced by the Fed
Markets are still responding to the weaker CPI read this week and don’t seem to believe the Fed when it says there’s still work to do. But NAB’s David de Garis says oil is the real inflationary concern as the northern winter approaches.
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Can we Wörgl our way out of this?
Should we look to the town of Wörgl in the 1930s for the way to kick start a post-COViD economy. I talk to @profstevekeen on this week’s Debunking Economics podcast.
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How long for a reboot?
Malcolm Turnbull likens an NBN reboot to turning around an oil tanker. So is it worth the wait?
