Month: February 2022

Moderate contagion, so far

The flow through from Russian sanctions. NAB’s Rodrigo Catril says the market reaction highlights the exposure Europe has, hence strong demand for US dollars.

A swift response to the Ukrainian crisis

Markets are already reacting sharply to the decision to exclude most Russian banks from the Swift payment system. NAB’s Ray Attrill talks through how sentiment has turned again over the Ukraine crisis.

Fighting Putin’s grand plan

To understand the motivation of Putin you have to understand the history from the Soviet era says @profstevekeen. And as to sanctions, will any work?

Putting the Squeeze on Putin’s ‘Squalid Venture’

Oil prices rise on Ukraine attacks. Biden and Johnson have announced more sanctions, but NAB’s Gavin Friend suggests they won’t have enough impact to delay Putin’s agenda. He talks through the market impact, the influence of China, the inflation concerns and the likely response by central banks.

Don’t Panic!

Don’t panic. NAB’s David de Garis says markets are taking the Ukraine crisis in their stride, and have shifted their focus back to central banks tackling inflation concerns.

Biden’s sanctions first step against Putin’s ‘invasion’

President Biden has announced sanctions against Russia’s invasion of Ukraine. NAB’s Ray Attrill says the market response hasn’t been strong so far, but maybe the uncertainty is even to dissuade the RBNZ from contemplating a half percent rate hike today.

Putin supports Donbass powder keg

A reversal in sentiment. On today’s Morning Call NAB’s Tapas Strickland says the hopes of a diplomatic solution have diminished as Putin declares support for separatists in Eastern Ukraine. Tensions there are overshadowing everything else right now.

Time for a monetary reset?

A monetary reset, to remove excessive debt in households. How would it work? Steve Keen explains in this week’s Debunking Economics podcast.

More war talk adds to a storm of uncertainty

Wars often have short term impacts on markets, but this time could be different says NAB’s Rodrigo Catril, given Europe’s dependence on Russian commodities. Let’s hope it doesn’t happen.

Ball of confusion as Biden and Putin fight war of words

Whilst all eyes are still on Ukraine, trading is thin ahead of a long weekend says NAB’s David de Garis. But bonds have been shifting in response to the FOMC minutes, with no nugget suggesting a half percent rate rise in March.

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