Markets have reassessed the risk of inflation. On today’s podcast NAB’s Rodrigo Catril says the fear for equity markets is a Fed that might raise interest rates aggressively if it is behind the curve.
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