Month: April 2020

Month end, less growth, fewer jobs, more loans

Broad sell-off of the US dollar at month end, says NAB’s Gavin Friend. Plus, some bad numbers to hurt equities – whilst the Fed and ECB look at stepping up loans. But is it enough?

After Corona, the new normal

Without a 100% effective vaccine, life will never be normal again, says @profstevekeen. But there is an upside. Listen to the latest FREE Debunking Economics podcast.

Fed warns of considerable medium-term risk, hints for more fiscal support

The US Fed warns of considerable medium term risk but markets see optimism. NAB’s David de Garis looks at the FOMC meeting, with the ECB up next.

Aussie dollar pushing ahead

The Aussie dollar is doing rather well right now on the back of positive risk sentiment. NAB’s Ray Attrill is asked, how long will it last?

Understanding the real Adam Smith

Adam Smith – the good and the bad. Hear @ProfSteveKeen’s take on the supposed Father of Economics on episode 200 of the Debunking Economics podcast

Has the UK actually been hit the most by COVID-19?

Today’s weekly death certificates form the ONS suggest the UK has bit hit the hardest by COVID-19, by quite along way.

Markets dreaming of post lockdown utopia

Falling COVID19 infections and hopes of opening-up of economies has buoyed markets, says NAB’s Tapas Strickland. And Australia and APAC could be the first to recover.

Markets not entirely convinced on the V

A volatile week saw equities and bond yields flat over the week. NAB’s Rodrigo Catril says the markets are cautious, despite the increasing ‘back to work’ talk.

Bad news abounds, but markets are positive

Why are shares and oil rising, even though latest economic stats are tragic? A question for NAB’s David de Garis on today’s Morning Call podcast.

Shares rise, oil calmer and EU prepares next steps

Calmer moves on oil prices has had a stabilising impact on markets, says NAB’s Gavin Friend on today’s podcast. Plus what to expect from EU leaders meeting soon to talk next steps.

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