Bond yields have rebounded a little, but equity markets have stalled, despite a lot of positive news. We’ve been here before, says NAB’s Rodrigo Catril. It doesn’t mean equity markets have peaked.
Jerome Powell has changed his tune on the speed of tapering. He was a different man, says NAB’s David de Garis with the Fed chair clearly much more worried about inflation. https://t.co/ryvikQGj7c