Yields higher, jabs faster, inflation expectations lower
Bond yields hit higher on Friday. NAB’s Tapas Strickland says inflation expectations have been falling, whilst the cyclical rotation story continues to dominate equity markets.
Day: 14 March 2021
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Resilience in the labour market seems to be a persistent theme. NAB’s Taylor Nugent says we saw it in the US and Canada on Friday, with markets expecting a deepening recession risk as central banks push harder. https://shows.acast.com/morningcall/episodes/the-central-bank-dilemma-is-it-working