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Podcasts and other audio content from Phil Dobbie

Equites fall again, BoE talks negative rates

Markets chose to take a negative view on the extended period of near zero interest rates signalled by the Fed, says NAB’s Gavin Friend. It’s a reminder that it’s the virus that determines the extent of the recovery, everywhere.

The mythical world of NAIRU

Even now, central banks cling to the idea of NAIRU – a point at which unemployment gets so low inflation kicks off. But, with the US fed now expecting interest rates to remain close to zero for three years at least, Phil Dobbie asks Prof Steve Keen whether they have they abandoned the idea of NAIRU?

Fed says three years near zero

The Fed is going nowhere till 2023, “and arguably much longer than that” says NAB’s Rodrigo Catril. So what are the implications of three years of near zero interest rates?

China shops, RBA waits, FOMC meets

Positive numbers from China helped boost markets but NAB’s Gavin Friend says we should still expect dovish forecasts from the FOMC tomorrow morning.

Pfizer vaccine by year end and more easing by the RBA?

Yet more vaccine hopes, more TikTok jiggery pokery, more Brexit uncertainty and possibly more easing from the RBA. Rodrigo Catril talks us through it all on today’s Morning Call podcast.

Six months on, a still uncertain future

Progress on a vaccine could hurt tech stocks says NAB’s Tapas Strickland. Plus words of caution on US inflation numbers, rising Chinese credit and a look ahead to this week’s RBA meeting.

Pound pummelled as UK EU relationship turns sour

Observers have taken a very dim view of the UK government’s Brexit approach says NAB’s Gavin Friend, and that’s hit the pound hard again today. Whilst broader uncertainty has hit US stocks again.

Equities bounce back ahead of ECB meeting

NAB’s Tapas Strickland says opinions are still divided on tech valuations as stocks bounce back. Plus, what can the ECB do to tackle the rising Euro?

US equities hit again, Boris and Donald play tough guys

Equities take another hit – NAB’s Gavin Friend says its down to COVID numbers and Trump’s rhetoric on China. The pound meanwhile, hit by yet more Brexit uncertainty.

Brexit Brinkmanship and the Melbourne effect

More brinkmanship on Brexit, Trump’s “Super V” recovery and the impact of the Melbourne lockdown on other states. NAB’s Tapas Strickland on today’s Morning Call.

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