PHIL’S AUDIO SHOWREEL
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Optimism. But why?
Markets expect a December taper, so why are equity markets on the rise? NAB’s Gavin Friend wonders whether the Fed governors are more dovish than reflected in yesterday’s statement.
Not yet, but soon says the Fed
It’s a different atmosphere this morning says NAB’s David de Garis. Stocks were in the black as Evergrande pays out its coupons, and commodities are back on the up too. And the Fed, will taper soon, probably from December.
Waiting on Evergrande, the Fed and oil inventories
Markets await the latest chapter in the Evergrande story, but NAB’s David de Garis says China’s controlled economy means it won’t be another Lehman Brothers moment.
Evergrande Contagion Fears
A torrid day, says NAB’s Ray Attrill, as markets run for cover over fears over Contagion’s default. Her talks through the reactions and implications for the Australian market.
Just another cautious Monday
Markets are treading water ahead of the FOMC says NAB’s Tapas Strickland. The fate of Evergrande in China is also playing on sentiment.
Has QE become MMT by another name?
Central banks have amassed trillions in government bonds. Do they seriously expect to reduce that to xero? If not, I ask Steve keen, haven’t they embarked on MMT by another name?
Random Stuff
Does Modern Monetary Theory make sense?
Steve Keen is a support of MMT, in part, but departs from the ideology when it comes to the theory relating to exports and imports.
The 3 Key Elements of Internal Communication
Darren Briggs discusses the three key elements of successful internal communications — an inspiring message, inspirational leadership and inspired people.
Five pros and cons of the NBN
It’s fast, ubiquitous and it boosts productivity. Are there any downsides to the National Broadband Network (NBN)?