Who are you and what have you done with Jerome Powell?

Jerome Powell has changed his tune on the speed of tapering. He was a different man, says NAB’s David de Garis with the Fed chair clearly much more worried about inflation.

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The bounce, the restrictions, the uncertainty

It’ll take a few weeks before we have a clear idea about the severity of the new Omicron strain. Markets attempted a bounce back on Monday, but it was by no means a full recovery and, on today’s podcast, NAB’s Ray Attrill talks about the uncertainty that awaits us.

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Surviving with a negative trade balance

Can an economy prosper with a negative trade balance. And what has MMT got wrong on this? Me and @profstevekeen on the latest Debunking Economics podcast.

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Did the markets overreact to Omicron news?

We can expect markets to be very jittery this week . Until we know more on Omicron , markets will be sensitive to headline news, says NAB’s Rodrigo Catril on today’s Morning Call podcast.

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Talking turkey on central bank thinking

With America still off for Thanksgiving, NAB’s Gavi Friend talks turkey on central bank thinking. How much is inflation really pushing for faster tightening – for the Fed, the Riksbank, the ECB and the BoE?

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Is the US getting too hot to handle?

The US is spending more and income is up, with inflation rising, whilst Europe is still held back by COVID concerns. It’s the perfect storm, says NAB’s Tapas Strickland, pushing the US dollar to its highest level in sixteen months. Time for the Fed to move faster?

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Random Stuff

Are the Kiwis right to ban foreign home buyers?

A new law in New Zealand prevents foreign buyers from acquiring homes in there. Will it work?

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Get set for Tik Tok Tit-for-Tat

Will there be tit for tax over Trump’s Tik Tok order? NAB’s Tapas Strickland says the President won’t want to endanger the Phase One US China trade deal so close to the election.

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The Challenge of Multichannel Retailing

Aussie consumers now see online as the primary source of pre-purchase information and are often turning up to stores as well informed on a product as the floor staff – if not more so.

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