Calmer markets today, although commodity prices are rising which, along with the RBA messaging yesterday, helped the Aussie dollar back above 78 cents, says NAB’s Ray Attrill on today’s Morning Call podcast.
Today Berenger’s @KallumPickering reflects on the volatility in the markets last week. It’s largely good news as enthusiasm grows for a return to the sunny uplands later this year. But will it happen according to Boris Johnson’s schedule?
Equities bounced back in the US today, as attention switches beyond temporary inflation to the US getting back to work. All the signs we are seeing are that the US is reopening, say David de Garis. https://t.co/PGhGeZ6DH2
US CPI numbers came in much higher than expected, with a swift market reaction. NAB’s David de Garis says the bond market reaction has been mature, but you could argue that the equity market has overreacted. Listen to why: https://t.co/UbdAjb9zja