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?
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