Pivot talk killed by resilient services ISM read

Markets have abandoned hope of a pivot by the Fed. NAB’s Rodrigo Catril says the latest non-manufacturing ISM survey shows the US economy remains resilient, with a tight labour market. That’s not the environment to see the Fed ease off the pedal.

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Markets buoyed by bad news and caving in

Markets are responding to the UK u-turn and a weak US ISM read, says NABs Tapas Strickland, plus adjustments to short positions held last week. And a look ahead to the RBA today.

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UK ticked off by IMF, whilst BoE goes back to QE

The Bank of England has suspended bond sales and has started buying them. NAB’s David de Garis explains why the sudden about turn. Is the crisis over for the UK?

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US dollar and bond yields continue to rise, till when?

Bond yields continue to rise globally, with NAB’s Skye Masters saying the Fed and other central banks are working hard to convince markets that interest rates will stay higher for longer. Meanwhile the Bank of England promises a significant response to the unease of the last few days, but not till November.

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Unruly Britannia

NAB’s Taylor Nugent says uncertainty is driving the pound lower and yields higher. Can the markets rebalance without early intervention from the BoE?

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How much money is too much?

The issue with Kwasi Kwarteng’s approach in the UK is not how much money he is spending, but how quickly it is happening. Me and Steve Keen on this week’s Debunking Economics podcast.

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Random Stuff

Preparing for an entrepreneurial Britain

How does Britain benefit from Brexit? Unshackled from the EU how do we drive an innovative future? Me and Steve Keen on the latest Debunking Economics podcast.

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Inequality – are we stuck with it?

Inequality is being driven by the growth of the rentier class says Steve Keen. But is technology making it worse?

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Living in a post growth economy

One for our listeners, Pieter Verhoeven, suggested we look at steady state economics and the post-growth economy. What needs to change if we are to accept the findings in Limits to Growth and what would life be like in a zero growth economy?

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