The week central banks get serious
US stocks took a hit on Friday, whilst bond yields rose sharply. Why? NAB’s Rodrigo Catril says more inflation signs support the expectation for an even more hawkish Fed. But what about the RBA tomorrow?
Day: 1 May 2022
THE TWITTERATI
Markets have not significantly retraced their moves after Powell’s speech yesterday. NAB’s Tapas Strickland explains why he created such a positive risk outlook.
https://shows.acast.com/morningcall/episodes/so-what-did-markets-like-about-powells-speech-yesterday
Has the Supreme Court issued the death knell for Scottish independence, or provoked more antagonism? @rdhearing and I talk to Prof Keating from @CCC_Research on this week's Why Curve podcast https://www.whycurve.com/scots-on-the-rocks/