Equities rise despite the new cold war with China. NAB’s Rodrigo Catril talks about the weakening Yuan, rising oil, rising ECB stimulus hopes and Scott Morrison’s plan for Australia.
Markets have reassessed the risk of inflation. On today’s podcast NAB’s Rodrigo Catril says the fear for equity markets is a Fed that might raise interest rates aggressively if it is behind the curve. https://t.co/WgAPDfpAzS