Day: 31 March 2021

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AUDIO The Morning Call

Markets Rally Ahead of Biden’s Philly Talk

By phildobbie — 1 month ago

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.

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AUDIO It's The Business

Royal Mail Delivers, Deliveroo More Doubtful

By phildobbie — 2 months ago

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?

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Phil Dobbie
phildobbiePhil Dobbie@phildobbie·
13 May

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

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phildobbiePhil Dobbie@phildobbie·
12 May

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

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