Tuesday 1st March 2022
The sanctions against Russia are taking their toll on Russia, with moderate contagion to the rest of the world, but its early days. NAB’s Rodrigo Catril says the reaction in markets highlights how much more Europe is exposed, with increasing demand for US dollars. On today’s podcast there’s discussion about the impact on markets, who is exposed to risk and whether today’s prices reflect an event which could rapidly escalate, the role China will play and the fate of the Aussie dollar in the midst of all this.
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Markets in turmoil as virus spreads and governments fail to respond
Congress squabbling is one example of governments failing to deliver on a comprehensive stimulus program. That’s what’s causing turmoil in the markets says NAB’s Gavin Friend.
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The risk of rising risk sentiment
There’s rising risk sentiment ahead of US inflation data later on. NAB’s Tapas Strickland says there’s some hope that inflation is close to peaking.
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A hint of rising inflation doesn’t budge Powell
A hint of inflation, another Trump Twitter attack on China and day 2 of a dovish Powell, plus bad news for Australia (and we’re not just talking cricket) – I talk to NAB’s David de Garis on The Morning Call podcast.
