On Monday NAB’s Rodrigo Catril said the markets are blowing
hot and cold on the Coronavirus – since then the markets have dived, then
climbed back again. Today has been largely positive across currencies, equities
and commodities, with bond yields also driven up. Phil Dobbie asks how much of this
positivity is responsible for the Aussie dollar picking up from a near post-GFC
low yesterday, and how much is from the optimistic (perhaps too optimistic) outlook
from the RBA? They also discuss NZ employment numbers today and US non-manufacturing
ISM numbers out tonight.
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What’s a country’s optimum population size?
Is there an optimum size for a country’s population – from an economic and ecological standpoint. I ask Prof Steve Keen.
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Are we set for a year of higher growth?
Strong retail numbers for Australia last week and the US-China trade deal to be signed this week. On The Morning Call we ask NAB’s Ray Attrill about the prospects for stronger growth globally this year.
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Share in the bounce back
This morning @rodneyhobson picks shares and sectors that could do well in the bounce back we are set to experience. Plus, hotel quarantine starts today. Take our place in the border queue.
