Aussie jobs flourish and US equities bounce

Equities rise and bond yields fall. NAB’s David de Garis asks, is it just a bear market bounce? NAB’s Ivan Colhoun looks at the implications of yesterday’s strong Aussie jobs numbers.

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Inflation (almost) everywhere

Rising yields in Germany and the UK show the inflation story is not just a US dynamic, says NAB’s Gavin Friend. It’s everywhere.

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Markets swallow the post-Omicron outlook pill

Demand for oil is reflecting the view that markets will reopen faster, says NAB’s Rodrigo Catril. Pfizer’s morning-after COVID pill will help with that, but it won’t help with inflation concerns.

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China bucks the tightening trend

It’s all about interest rates at the moment – how far will they rise? But, as NBA’s Tapas Strickland points out, China’s President Xi is warning central banks to sit tight, as his own PBoC lowers rates. It’s shaping up to be a year of divergent monetary policies.

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Fed ready to fight inflation on two fronts

It’s not just rates lift off expected for the FOMC early this year says NAB’s Ray Attrill on today’s Morning Call podcast, they’ll also be looking to reduce their balance sheet, attacking inflation on two fronts.

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What’s driving the Great Resignation?

Steve Keen tells me that the Great Resignation is a kick in the balls of the gig economy. Ouch! So how does it play out now?

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Random Stuff

Stopping Bank Excesses

Banks are welcome to run whatever risk they see fit, except when it’s our money they are gambling with.

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Britain’s battle for full fibre broadband

Britain enjoys decent broadband speeds, but the rate of progress seems to have slowed. Will competition help?

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A hint of rising inflation doesn’t budge Powell

A hint of inflation, another Trump Twitter attack on China and day 2 of a dovish Powell, plus bad news for Australia (and we’re not just talking cricket) – I talk to NAB’s David de Garis on The Morning Call podcast.

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