Monday 26th April 2021
Markets were on a positive frame of mind at the end of the week, with a strong set of PMIs in the US and Europe, which helped push equities still higher in America. But how much is too much? Phil Dobbie asks NAB’s Tapas Strickland whether some of this is being driven by a fear of missing out. Meanwhile, with all the positive news, how long can the Fed continue to argue the need for such high levels of bond purchases and years of low interest rates? Will there be any hint that a change in direction is even being considered, when the Fed meet this week?
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Germany’s judges “declare war” on the ECB
German judges throw uncertainty on the ECB’s QE program, but NAB’s Tapas Strickland says markets are generally buoyant on back-to-work initiatives
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Bouncing Back from Failure
What do you do if your business fails? For many people the collapse of a business is felt with the sadness of losing a relative, mixed with the shame of failure.
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BoJo wins, China trade talks next week
Predictability and surprise on today’s Morning Call podcast with Phil Dobbie and NAB’s David de Garis. We knew Boris Johnson would become the UK’s PM, we weren’t expecting trade talks to kick off between the US and China next week.
