Thursday 9th June 2022
There’s not much optimism in the air this morning. The OECD almost doubled their inflation expectations and slashed their growth forecasts, with the UK chosen for a particularly pessimistic outlook. NAB has revised its own forecasts for RBA rate hikes, outlined in today’s podcast. Oil prices have shot higher, with NAB’s Rodrigo Catril saying low inventories and the China reopening story means we haven’t reached the peak yet. The ECB meets later on. We know what to expect, although this is an environment where people change their minds at short notice.
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The long road to freedom; plus the upshot from the Uber case
Lockdowns, Scotch egg, more on Facebook, inflation worries, and
CIP’s Ben Willmott on the Uber driver ruling. That’s more than enough for one show. -
Take outs from New Zealand
What can we take out of the New Zealand experience to assist in our forward telecommunications planning in Australia? Be aware, you might need to accept that they seem to have a better handle on things over there.
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Will jobless numbers push the RBA to cut sooner?
Will the RBA curt rates on the back of bad job numbers? NAB’s Alex Stanley talks through the Aussie employment numbers, plus Fed bank decisions and liquidity concerns in the short term money markets.
