Reflation reigns 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.
Day: 26 April 2021
The magic 7000
Where now for UK shares? Versus Europe and the US? Large caps v mid cap? @RodneyHobson is always worth a listen
THE TWITTERATI
I just don't understand my Google account anymore. I have an account for my email, now I'm out of storage although I signed up to Google One as well, possibly for a personal account, my corporate account won't work with my Google speaker. Seriously @Google it's a full time job!
Despite attempts to sound hawkish, NAB's Gavin Friend says three central banks (the #Fed, #ECB and #BoE) this week have failed to convince #markets . https://shows.acast.com/morningcall/episodes/we-dont-believe-you