For once markets have responded to positive data, rather than trade hopes. Plus, NABs Gavin Friend suggests there’s one poll in the UK today you should pay attention to. Plus Aussie capex today, what to expect.
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 why: https://t.co/UbdAjb9zja