Tuesday 2nd November 2021
For once we are going into an RBA meeting unsure of what the outcome will be. NAB’s Ray Attrill says we have as much chance of predicting a winner in the Cup today as we do forecasting what direction the central bank will take. Meanwhile bond yields in Europe are being driven by the next central bank meeting – will the ECB abandon its PEPP program? Plus, more evidence of the great China slowdown.
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Payrolls just the job for Goldilocks
The Fed will not see the need to act swiftly after Friday’s payrolls numbers, but it will be a different story for thew RBA tomorrow. NAB’s Tapas Strickland says, given the improvements in the Australian economy, the need to run QE at $100 billion every six months is not there anymore.
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Arriverderci, Mario; pound hit by Boris’ election hope
Mario Draghi leaves the ECB with a downbeat outlook, whilst the pound down as the UK PM tries to call an election. NAB’s Alex Stanley on today’s Morning Call podcast.
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Does the ITU see QoS as a way to retain control?
When the ITU meets in Dubai in December, the issue of interconnected QoS is on the table. Is this another attempt by network providers to get a slice of the content providers’ pie?
