Chinese demand looks set to rise fuelled by credit, giving strength to those countries that export to them. As NAB’s Ray Attrill says, credit makes the world go round.
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