Markets Rally Ahead of Biden’s Philly Talk
Markets rally ahead of Biden’s spending announcement in Philadelphia. NAB’s Tapas Strickland says we know most of what will be said, and shares are rallying on the hope.
Markets rally ahead of Biden’s spending announcement in Philadelphia. NAB’s Tapas Strickland says we know most of what will be said, and shares are rallying on the hope.
Royal Mail will do well overseas, but what about the domestic business. I ask @StreeterNews. The future is less bright for Deliveroo. Where is the vison in their Prospectus? Plus Bitcoin on Paypal. A game changer?
It’s hard to reduce the overnight action into a soundbite says NAB’s Ray Attrill, with quarter end, a big rise in US consumer confidence and anticipation of Biden’s infrastructure plan today.
Who really pays for the collapse of Archegos Capital? Plus, is your web presence doing the best it can? Today @dickendoe from @Foolproof_UX talks about how data can drive improvements by understanding your customer better.
With risk aversion from yesterday’s block trade gone, and the Ever given floated, NAB’s Gavin Friend says attention will focus on price pressures, starting with Germany’s preliminary inflation numbers for March later today.
Today, Rodney Hobson on the FCA’s concerns that too many inexperienced people are gambling on shares. Plus, the massive block trade on Friday and the loss in value of the company behind Andrew Neil’s GB News. And, have we reached peak-China?
Month/quarter end and supply concerns added to volatility on Friday says NAB’s David de Garis, but the direction is clearly risk-on. Biden’s infrastructure plan could add to that this week.
Last week @profstevekeen showed why the law of demand was useless. This week on the Debunking Economics podcast he pulls apart the supply curve.
We are going to be more cautious with our money post COVID says Rachel Springall from @Moneyfacts_couk. Plus, Britain’s $13 billion tech company. And lockdowns for longer?
Markets are being pulled in two directions says NAB’s Gavin Friend. It’s the prospect of an economic reopening, versus the slow-down in vaccine rollouts in Europe. But Biden has doubled his vaccine target for his first 100 days. Meanwhile, oil rises further as the Suez stays closed.
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