On today’s Balls Radio Phil Dobbie discusses the axing of the Jeremy Kyle show, the latest on Brexit talks and the state of UK politics, plus Donald Trump’s trade war and a happy birthday shout out to Madeleine Albright.
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Jobs, stimulus and bond yields
Yields are moving higher for bonds in the US and Europe. NAB’s Gavin Friend looks at why bonds are being sold off and whether it will last. Is it a sign of optimism that economic conditions will improve?
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Oil Dives, Bonds Rally as Recession Fears grow
It’s hard to make sense of market price action overnight says NAB’s Skye Master, except for concerns around gas shortages in Europe. The Euro is close to parity – as predicted by the NAB FX strategists.
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Has US inflation peaked?
Lower inflation in the US gives the Fed more time, but NAB’s Rodrigo Catril says some of the market moves overnight are based on growing COVID outbreaks in China.
