PHIL’S AUDIO SHOWREEL
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Powell wants time to heal
On Friday Jerome Powell says its time to taper, but not raise rates. The labour market needs time to heal, he said. Meanwhile, NAB’s Ray Attrill says positive PMIs at the end of the week show whilst we have inflation, there’s no sign of stagnation.
Commodities down, but inflation fears stay high
Bond markets have been bitten by the inflation bug, says NAB’s David de Garis, with bond yields pricing in a 5 year average close to 3% for the US, and over 4% for the UK.
The inflation debate heats up
NAB’s David de Garis says the Fed Beige Book today reports on how many businesses say customers can cope with increased prices. So does that mean inflation will be transitory? Everyone has their own idea!
Earnings anything but a damp squid
NAB’s Ray Attrill says the US dollar is being kept in check as investors see other central banks moving faster than the Fed. Like the BoE for example, but will they live to regret it?
Inflation and slowdowns. Isn’t there a word for that?
Inflation concerns are rising, pushing yields higher, whilst China is showing signs of a significant slowdown. NAB’s Rodrigo Catril says the big question is, is it a blip or something more fundamental?
The energy crunch
Energy prices are going through the roof and usage is slipping away from renewables. I ask @profstevekeen, is this the time to nationalise power?
Random Stuff
WA’s Oliver Twist Syndrome
It seems if you live in the mineral rich states you think the dividend should stay there; if you live elsewhere, you think it should be shared around.
Radio in a podcast age
Jonny Gould and radio programmer Liam Thompson on how radio networks can respond to the podcasting challenge.
Are we turning a very long and slow corner?
The rate of growth in COVID-19 fatalities might be slowing in Europe, and perhaps an easing of restrictions in China. NAB’s Tapas Strickland is asked if we are turning a corner. Plus the latest on the dispute over oil supplies.