Month: February 2021

Share in the bounce back

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.

All the ex-President’s men

Bond yields are rising alongside equities. How long can that go on for? A question put to NAB’s Tapas Strickland on today’s Morning Call podcast.

Will COVID spawn some innovative new companies?

On “It’s the Business” today I ask early stage investor Jonathan Marchbank whether, like in previous downturns, this crisis will create new mega companies.

Powell’s slow road, Biden plays it cool with China

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.

There’s some hope for small business

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.

Markets bide their time, with soft US inflation and a Dovish Riksbank

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.

Don’t tax now Mr Sunak

Today, it’s largely about debt. With a budget just a few weeks away, Kallum Pickering jons me to explain why Rishi Sunak shouldn’t be too quick to push up taxes.

China’s Credit Surprise Boosts Euro. Here’s why.

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.

Yellen Denies Great inflation Expectations

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.

Brexit woes, efficacy worries and inflation concerns

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?

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