Tensions with China are seeing contagion from stocks to bonds to currencies. On today’s podcast NAB’s Ray Attrill says its fears of regulatory change that will quickly motivate investors to move money.
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