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Podcasts and other audio content from Phil Dobbie

US dollar falls as Fed’s policy sinks in

NAB’s Ray Attrill explains the response to Powell’s Jackson Hole speech and the implications from Shinzo Abe’s resignation last week.

Powell’s average address

Jerome Powell talked about the Fed’s new approach, aiming to keep inflation average two percent. NAB’s David de Garis says that means they will allow inflation to rise higher – very different to the approach of the ECB. But does it matter, when inflation has been so low for so long?

Can MMT solve the COVID-19 debt problem?

Whether it’s the fiscal policies of the government or the monetary policies of the central bank, it all still revolves around using money that wasn’t around a few months ago.

High winds, high hopes and higher equities

Equities hit new highs in the US again, on the back of positive data and despite rising tensions with China and the dangers posed by Hurricane Laura. NAB’s Rodrigo Catril also talks through expectations from the virtual Jackson Hole symposium.

Choppy waters, with a flash of hope for Germany

A bit of market confusion, with mixed data and anticipation ahead of Jackson Hole. NAB’s David de Garis talks through another day with rising equities and a falling US dollar.

Looking on the bright side of life

NAB’s Rodrigo Catril says investors are back to reacting to the vaccine hopes, for now.

Europe slows down, Trump’s vaccine plans speed up

Europe’s recovery slows, whilst the US does well. NAB’s Ray Attrill says when you look at COVID rates and it all fits together. Meanwhile President Trump fast tracking vaccine.

Equity highs, then PMIs

Higher equities, less interest in bonds, yet there’s still the COVID risk. NAB’s Gavin Friend dives into the choppy waters we’re seeing right now.

FOMC minutes fail to map out direction

NAB’s David de Garis says the markets were disappointed that the FOMC minutes didn’t hint at any magic policy bullet that some had hoped for.

Stocking up and moving up

Housing starts has been taken as a sign that the US recovery is strong, says NAB’s Tapas Strickland, but is it enough of a reason to budge equities to fresh highs?

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