Oil has pushed higher with an EU partial ban on Russian oil. NAB’s Taylor Nugent says inflation concerns are again front and centre, with bond’s sold off and equities taking a hit.

Equity markets are still rising despite a far higher inflation numbers from Germany. NAB’s David de Garis says food and oil are driving much of the increase and perhaps there’s an expectation that they are close to topping out.

Markets have adopted a glass half full approach, says NABs Ray Attrill, as fears of a recession take a back seat. One factor could be people dipping into the considerable savings amassed during the pandemic.

Equity markets rose again in the US on strong earnings, but as NAB’s Gavin Friend points out in today’s podcast, bond markets have not responded, focused instead on what the Fed is doing and what impact that will have on the economy

The risk is the Fed will need to move way above neutral says NAB’s Rodrigo Catril on today’s Morning Call. It’s certainly the approach the RBNZ is taking. Just how much will it take?

Snaps! Profit warning has been seen as an ominous sign for the tech sector, says NAB’s Tapas Strickland, on a day where the news was generally less than positive. Could central banks move more cautiously from here?

Markets have jumped away from bear territory as Joe Biden talks about easing tariffs with China. Hardly enough for such a significant turnaround surely? Will the optimism last?

The bias for bond yields is to head lower, says NAB’s Skye Masters as investors eye hawkish centrals and recession fears. As to the impact of the election, we have some words on that too.