Monday 14th February 2022
There was a swift response on Friday to speculation that Putin would launch an attack on Ukraine as soon as this week. The US dollar gained ground at the expense of the Euro, whilst bond yields, which had risen on the upside inflation surprise on Thursday, came falling down again. NAB’s Tapas Strickland says more negative new over Ukraine will add to the strength of the US dollar, but similarly, markets could slowly reverse their positions if weeks go by without any resolution. Meanwhile, second guessing the actions of central banks remains a focus on markets, with Aussie bond yields shooting up on Friday as Philip Lowe suggested a rate rise this year was “consistent with their central scenario”.
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RBA loses a little patience
The RBA lifted a little more than expected. Ivan Colhoun says thew Fed sees a quarter percent rise as normal, but Taylor Nugent says the bond reaction suggests it wasn’t expected. Next, FOMC, with markets still expecting a 50 basis point rise.
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Is the digital dividend priced too high?
The switch to digital TV has freed spectrum for mobile providers – but is the government setting the price too high?
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54% fibre and counting
Using a fibre connection in Japan is the most common way of accessing the internet. Why are we so far behind?
