Markets are optimistic given strong earnings and positive economic indicators, but NAB’s David de Garis so supply chain issues will push prices up temporarily. But how long is temporary?
Susannah Streeter on how Argos helped lift Sainsbury’s online sales, whilst Mustafa Khanwala explains how apps like @MIshiPayApp will drive an online-instore hybrid shopping experience. Is this the future of the High Street?
Inflation concerns are on the rise again says NAB’s Rodrigo Catril, as US Treasury yields step up again. Meanwhile, stellar earning results, like Alphabet, Microsoft and Tesla this week, don’t always result in higher share prices – has the market reached a peak for now?
PMI numbers on Friday showed a sharp rise in services says NAB’s Tapas Strickland. All eyes are on the speed of the rebound in Europe now, whilst equities race higher in the US. With all this good news will there be even a hint of a change in future direction from the Fed this week.
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Host of The Morning Call, The Why? Curve & Debunking Economics. Mildly amusing. Shares birthday with Trump, Boy George & Che Guevara, few days older than Boris.
12 Morning Calls, 3 Debunking Economics and 3 Why Curves till Christmas.
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