The markets rarely react too much to forecasts from the IMF, so why this time, if indeed they have? That’s a question Phil Dobbie puts to NAB’s Rodrigo Catril in today’s Morning Call podcast, who suggests it’s more a reaction to a busy 24 hours for data and news. There’s certainly a more cautious mood today, ahead of the ECB meeting, the minutes of the last FOMC meeting and a slew of US and UK data. They also discuss the latest on Brexit, including the EU summit, and what we can take out from yesterday’s home loan data in Australia.
-
Senate Hearing Lost in the Detail
The public hearings on the NBN seem to be focusing in detail on the technology and not enough on regulatory reform or the need for a cost benefit analysis.
-
If shares had a use-by date. In favour of Jubilee shares (preview)
Imagine if the secondary market for shares had a time limit. Would that stop runaway speculation?
-
Structural separation for dummies
The significance of the Telstra structural separation undertaking (SSU) seems to have missed many people. This week Twisted Wire tries to explain why it’s so important.
