Equities rise despite the new cold war with China. NAB’s Rodrigo Catril talks about the weakening Yuan, rising oil, rising ECB stimulus hopes and Scott Morrison’s plan for Australia.
Markets are still responding to the weaker CPI read this week and don’t seem to believe the Fed when it says there’s still work to do. But NAB’s David de Garis says oil is the real inflationary concern as the northern winter approaches. https://t.co/byTJ4y58Db