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Retail sales numbers add to caution ahead of the FOMC

Markets are cautious ahead of the FOMC tomorrow, in part because of weaker retail numbers. But NAB’s Tapas Strickland finds a couple of positives out of those numbers.

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Oil nudges higher, bond yields bounce back ahead of FOMC meeting this week

This morning pre-FOMC positioning is the name of the game for bonds and currencies says NAB’s Ray Attrill on this morning’s Morning Call podcast. Plus, the rise of oil to two-year highs. How much further will it go?

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Market unphased by US CPI; ECB stays dovish despite upping forecasts

Markets were unphased by higher-than-expected inflation in the US. NAB’s David de Garis says there’s more interest in next week’s FOMC meeting, after a couple of poor payroll reads.

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The problem with now

The economy is based on the here and now. Whilst we complain about government debt being a cost to future generations, we don’t invest in future generations if it’ll compromise our current lifestyle. I ask @profstevbeken, is that any way to save the planet!

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Inflation – mixed signals and opinions ahead of US CPI

The fall in bond yields overnight is likely to be market positioning ahead of the US CPI numbers today, says NAB’s Tapas Strickland. There’s stil mixed views on where inflation is heading. China’s PPI’s rose sharply and the BoE Andy Haldane said this is a dangerous time for monetary policy.

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Markets going nowhere, yet US job openings boom

Markets are calm, as US job openings boom. NAB’s Gavin Friend says there are much lower inflation expectations. Plus why the UK and EU are worried about sausages.

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Random Stuff

US and UK blossom, as Euro struggles

Today’s moves reinforce the emerging story of two destinies, says NAB’s Gavin Friend on today’s morning Call. It’s the US and UK, versus a trailing Europe, driven largely by vaccine rollouts.

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NZ Telecom holds for govt’s call

What happens if the New Zealand Government decides Telecom is not the winner of the bid to roll out fibre to the home?

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There’s no price like roam

Roaming prices have dropped a little in Europe — thanks only to legislation. It’s another sign that the industry is incapable of self-regulation and will always need the regulator to intervene.

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