The US dollar is weaker today on the back of positive developments in other parts of the world. As Phil Dobbie discusses with NAB’s Tapas Strickland, the unrest in Hong Kong could be easing, a no-deal Brexit might be avoided, and Italy’s government is settling into place. Add Australia’s GDP numbers yesterday, that weren’t as bad as expected, and you can see why the US dollar is weaker. Equities are much higher too, with one Fed member back to talking-up a half percent rate cut. It sounds like all President Trump’s wishes come true.
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Demand beating supply. Inflation anyone?
With demand outstripping supply, there’s no doubt inflation is coming, says NAB’s Rodrigo Catril. The question is how big and for how long?
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Eight Ingredients of Change
With a changing economy and rapidly emerging technologies, change is an essential ingredient of business. But we are all creatures of habit.
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The recession we only just had to have
Australia’s only-just recession, the dangers of more bond buying from the ECB and could Brexit talks fall apart? NAB’s Gavin Friend on The Morning Call today.
