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Markets whipped back and forth in a sea of uncertainty

Uncertainty in markets today. NAB’s Ken Crompton says there’s a continuing tension between the Fed talking up rate rises and whether that will prompt a recession. Data releases didn’t provide any room for positive thinking.

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Should oil companies pay a windfall tax?

Rising oil prices means energy companies are making mega-profits. I ask Steve Keen if they should pay a windfall tax on this unexpected income?

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One day when fears eased, for a bit

Hopes of lockdown easing in China supported positive sentiment on Friday, but on today’s podcast NAB’s Tapas Strickland suggests one reason why that sentiment might shift today.

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A world of worry

The market is very brittle today, says NAB’s David de Garis, with no clarity on when inflation will peak, how much is supply side and how far central banks will have to go. Add China’s lockdowns and the war. In short, a world of worry.

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US inflation numbers hit shares, bond markets more restrained

The market focus was on the US CPI print overnight says NAB’s Skye Masters, with a surprise lift in the core number. That’s hit shares, and front end yields, but less movement in longer dated bonds suggest markets haven’t changed their view of the end-game for the Fed.

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A momentary lapse of reason

Shares have been on the rise, but NAB’s Rodrigo Catril says we haven’t seen any great news over the last 24 hours and the underlying problems remain. Even falling oil prices could be shortlived, he says on today’s podcast.

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Random Stuff

The last day of treading water

Despite lots of data for markets to chew over, they are looking for a directional lead from non-farm payrolls, says NAB’s Gavin Friend. Whether they’ll get it or not is the question.

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Jason Clare: Still the fibre purist

Jason Clare, shadow communications minister, is still convinced fibre to the home is the best technology for NBNCo to be rolling out.

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Wall Street pulls back during a quiet session

Shares fall back off highs. NAB’s Tapas Strickland has a technical explanation in today’s podcast. Meanwhile Cable and the Euro doing well on the reopening story.

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