US markets hurt by jobless claims. NAB’s Gavin Friend says the optimism is switching to Europe, with the rescue plan agreed and COVID cases largely contained.
Even though bond yields have stepped back, they are still much higher than at the start of the year, says NAB’s Tapas Strickland. And lower rates for longer, the mantra of central banks everywhere, is pushing housing higher, particularly in Australia. https://t.co/BCc7dKM6BV