Podcasts and other audio content from Phil Dobbie

Topsy Turvey Response to a Good News Day

Very positive economic data out of the US and yet investors have been buying into bonds. Not the response you’d expect. NAB’s Ray Attrill has several reasons driving the behaviour. So what will be the response to more positive numbers,, this time out of China (including Q1 GDP) later today?

Computing on the Edge, Crypto on the NASDAQ

Will Coinbase be Wall Street’s proxy for crypto values? Discussed on today’s It’s the Business. Plus @James_T_Bourne talks Cloud, Edge, Fog and Mist!

Earnings up, Aussie confidence on a roll, oil shoots higher

The strength in the Aussie, weakening of the US dollar and a rise in bond yields are all part of the reflation trade, back in earnest, says NAB’s David de Garis on today’s Morning Call podcast.

Will COVID-19 breed more surveillance?

Track and trace is still needed, but we need to make better use of technology says @PeterCochrane on today’s It’s the Business podcast. Does he mean more surveillance? Are we going to see yet more cameras around the place?

Vaccine slow down and inflation signs

US inflation is higher than expected. NAB’s Rodrigo Catril says it remains to be seen whether the Fed is right that its transitory. And a jab slow-down for Europe as the J&J vaccine is put on hold.

The Fast Track for China

On today’s podcast, a quick analysis of today’s UK GDP numbers, and @realVickyPryce says China’s expedient recovery might mean it surpasses the US economy a year or two earlier than predicted.

US CPI today; all jabs are not equal

All eyes will be on US CPI numbers today. The Fed has made it clear any rise is expected to be transitory, but NAB’s Ray Attrill says a higher surprise could see markets challenge that theory.

Yellen’s global tax is a non starter

Janet Yellen wants the world to agree a universal rate of corporate tax. Has she got a cat in hell’s chance of making any headway? No way says @profSteveKeen on this week’s Debunking Economics podcast. But would it solve anything anyway?

Cyclical Thinking: Cyclical Thinking

This morning @RodneyHobson on cyclical stocks and kick starting your new ISA year. Plus Greensill and Liberty Steel. And the retail bounce back starts today.

New highs, fast jabs and more inflation brush off

New highs in US equities again driven by vaccine optimism says NAB’s Tapas Strickland on today’s podcast, along with a consolidation in US bond yields (even though they rose on Friday)

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