Month: November 2021

Bank of England Backs Down

A sharp reaction to the lack of a rate hike by the Bank of England. NAB’s Gavin Friend says the falls in yield are likely to return a little with the realisation that it is simply a question of timing. A December hike is still a possibility.

Tighter but taking time

Markets were prepared for the FOMC’s taper announcement, says NAB’s David de Garis, who takes us through the take-outs on today’s Morning Call podcast. Tonight, the Bank of England.

Boris misunderstood Pareto

Boris Johnson talked about Wilfredo Pareto at his Tory party conference. As I discuss with @ProfSteveKeen, Pareto was about anything but ‘levelling up’

Central banks still grappling with what to do about inflation

Ahead of the FOMC, central banks are still grappling with what to do about inflation. The RBA is reluctant to talk about interest rate hikes anytime soon, but NAB’s Tapas Strickland says markets still think their inflation projections are too low.

RBA more uncertain than the cup winner

It’s easier to predict today’s Melbourne Cup winner than ha ve a clear idea of what the RBA will announce today, says NAB’s Ray Attrill on the latest Moring Call podcast.

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