Month: January 2021

Reddit Warriors, Vaccine Nationalism and Morrison’s Budget Repair

Equities reeled from the impact of the Redditt day traders on Friday. NAB’s Tapas Strickland says questions are being asked about whether the broader share market is overvalued.

Reddit Rebels shut out, US growth slows

Equity markets have been buoyed by trading platforms putting a stop on the stocks Reddit users have been pushing higher. NA’s David de Garis says it’s been a Main Street versus Wall Street battle.

Big falls in shares ahead of a dovish Fed

Not much new from the Fed says NAB’s Rodrigo Catril, as they wait to see the impact of vaccine rollouts. Vaccine delays meanwhile are hurting the Euro this morning.

Is central bank independence a thing of the past?

With central banks colluding with governments to coordinate fiscal and monetary policy, is their independence a thing of the past?

Radio in a podcast age

Jonny Gould and radio programmer Liam Thompson on how radio networks can respond to the podcasting challenge.

Asian equities hit, US stimulus delayed, Aussie inflation today

Are Asian stocks in bubble territory? NAB’s Tapas Strickland suggests the PBoC will tighten policy. Plus, Aussie inflation, US earnings and the ECB’s response to the falling US dollar.

Vaccine delays throw dampener on recovery timelines

Markets are finding it hard to look through the COVID news. NAB’s Ray Attrill says there’s been too much bad news to ignore.

ECB sticks with bond buying plans and readies for double dip recession

NAB’s Gavin Friend talks about how the ECB plans to tweek its bond buying. Plus Biden and Yellen on day one of the new Presidency.

The value of pensioners in a COVID age

Are all lives equal? Lord Sumption says not. I ask @profstevekeen what he thinks in this week’s Debunking Economics podcast.

Inauguration Day Highs

Most companies have beaten earnings expectations. NAB’s Tapas Strickland says that explains why stocks are at all-time highs, plus the stimulus from the new Presidency.

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