This morning @rodneyhobson picks shares and sectors that could do well in the bounce back we are set to experience. Plus, hotel quarantine starts today. Take our place in the border queue.
Jerome Powell is not the only one talking down the speed of recovery. NAB’s Gavin Friend says the EU has downgraded its forecasts. And after a Biden-Xi phone call, don’t expect relations between the US and China to warm up in a hurry.
Craig Beaumont from the FSB says it’s been a narrow bridge for businesses to cross, but offers some hope for small businesses adapting to a post-COVID era. Plus, vaccine news, celebrity messages and today’s papers.
The Riksbank Governor is more worried about taking the bowl away too early, than too late says NAB’s David de Garis. It seems Jerome Powell has echoed that message this morning.
The reflation trade continues unabated, but concerns of too much inflation remain a concern over Biden’s stimulus package. But NAB’s Tapas Strickland explains how it could bring the US recovery forward by three years.
Jon Danzig joins me to talk about Brexit – are we seeing teething problems, or is it more than that? Plus, will Joe Biden’s $1.9 trillion stimulus package cause inflation?
Phil Dobbie Follow
Host of The Morning Call, The Why? Curve & Debunking Economics. Mildly amusing. Shares birthday with Trump, Boy George & Che Guevara, few days older than Boris.
I just don't understand my Google account anymore. I have an account for my email, now I'm out of storage although I signed up to Google One as well, possibly for a personal account, my corporate account won't work with my Google speaker. Seriously @Google it's a full time job!
Despite attempts to sound hawkish, NAB's Gavin Friend says three central banks (the #Fed, #ECB and #BoE) this week have failed to convince #markets . https://shows.acast.com/morningcall/episodes/we-dont-believe-you