The rise in shares this year might have given investors vertigo, says NAB’s Gavin Friend, but the main reason for a fall in equities this week has been rising evidence of mounting inflation.
This morning pre-FOMC positioning is the name of the game for bonds and currencies says NAB’s Ray Attrill on this morning’s Morning Call podcast. Plus, the rise of oil to two-year highs. How much further will it go? https://t.co/QnQUrroaOi