Fewer jobless claims and hopes of a faster recovery

Equities bounced back in the US today, as attention switches beyond temporary inflation to the US getting back to work. All the signs we are seeing are that the US is reopening, say David de Garis.

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The inflation shock we were warned about

US CPI numbers came in much higher than expected, with a swift market reaction. NAB’s David de Garis says the bond market reaction has been mature, but you could argue that the equity market has overreacted. Listen to his explanation of today’s Morning Call podcast.

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Vertigo and Inflation Fears

The rise in shares this year might have given investors vertigo, says NAB’s Gavin Friend, but the main reason for a fall in equities this week has been rising evidence of mounting inflation.

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Inflation, hugs and shrinking deficits

Inflation concerns continue to grow. NAB’s Rodrigo Catril explain why this hits tech stocks so hard. Plus a look ahead to tonight’s Aussie budget, and why cable has had such a good session.

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Navigating out of the COVID crisis

Will economies simply come bouncing back? Not with the accumulated levels of private debt says @profstevekeen. So what should governments and central banks do now?

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Does the US jobs shortfall vindicate the Fed’s cautious approach?

There are mixed views on the cause of the poor jobs recovery in the US. NAB’s Tapas Strickland says some see the stimulus as disincentive to look for work, whereas the markets have taken it as a sign that the Fed’s cautious approach is warranted.

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Random Stuff

Treasury yields rise sharply as reflation rolls on

A positive vibe says NAB’s Rodrigo Catril, tempered by inflation concerns and higher yields. Treasury yields are now back around pre-pandemic levels.

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Metadata – what to keep

There’s some confusion over what metadata needs to be retained for law enforcement agencies – CrossTalk clears it up!

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Marketing Blindness

Less than half of all Aussie customers say they are loyal to their bank. This is a shocking statistic when you consider their multi-million dollar marketing budgets.

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