Markets are optimistic given strong earnings and positive economic indicators, but NAB’s David de Garis so supply chain issues will push prices up temporarily. But how long is temporary?

Inflation concerns are on the rise again says NAB’s Rodrigo Catril, as US Treasury yields step up again. Meanwhile, stellar earning results, like Alphabet, Microsoft and Tesla this week, don’t always result in higher share prices – has the market reached a peak for now?

The global reflation trade is back on track after a brief hiatus says NAB’s Gavin Friend. A 10 year high in copper demonstrates the demand, whilst rising iron ore prices are lifting the Aussie dollar.

PMI numbers on Friday showed a sharp rise in services says NAB’s Tapas Strickland. All eyes are on the speed of the rebound in Europe now, whilst equities race higher in the US. With all this good news will there be even a hint of a change in future direction from the Fed this week.