Last week finished on a positive note, sparked by a strong bounce back in credit growth in China, together with very strong export numbers. It saw money flow from the safe-haven of the US dollar and treasuries, to global equities. The Aussie dollar was another major beneficiary. Phil Dobbie asks NAB’s Rodrigo Catril whether the numbers significant enough to carry the risk-on sentiment through to this week.
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The insignificance of gold
Gold used to be an intrinsic part of the monetary system .Not any more. So ,does it serve any use today, other than being a speculative instrument?
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Bigger hopes of smaller hikes to come
A weakening dollar and a rally in bond yields. NAB’s Skye Masters says there’s some recognition that we are reaching the point where the pace of central bank tightening can slow down.
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Do You Need a New Head of IT?
Mark Settle says IT heads need to spend more time building strong working relationships with people who have day-to-day operational P&L responsibility in their business.
