Theresa May’s talk of a Brexit delay has boosted the pound. I talk to NAB’s Gavin Friend about that, Jerome Powell’s testimony and what else is driving the markets today.
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. https://t.co/byTJ4y58Db