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Powell wants time to heal

On Friday Jerome Powell says its time to taper, but not raise rates. The labour market needs time to heal, he said. Meanwhile, NAB’s Ray Attrill says positive PMIs at the end of the week show whilst we have inflation, there’s no sign of stagnation.

Commodities down, but inflation fears stay high

Bond markets have been bitten by the inflation bug, says NAB’s David de Garis, with bond yields pricing in a 5 year average close to 3% for the US, and over 4% for the UK.

The inflation debate heats up

NAB’s David de Garis says the Fed Beige Book today reports on how many businesses say customers can cope with increased prices. So does that mean inflation will be transitory? Everyone has their own idea!

Earnings anything but a damp squid

NAB’s Ray Attrill says the US dollar is being kept in check as investors see other central banks moving faster than the Fed. Like the BoE for example, but will they live to regret it?

Inflation and slowdowns. Isn’t there a word for that?

Inflation concerns are rising, pushing yields higher, whilst China is showing signs of a significant slowdown. NAB’s Rodrigo Catril says the big question is, is it a blip or something more fundamental?

The energy crunch

Energy prices are going through the roof and usage is slipping away from renewables. I ask @profstevekeen, is this the time to nationalise power?

Shares rising, despite everything. Please explain.

It was an exuberant session on Friday says NAB’s Tapas Strickland driven by US retail sales along with stellar bank earnings, but there are plenty of headwinds which should urge caution, including rate rises being brought forward as inflation fears continue to rise.

Have inflation concerns peaked?

Something has cracked, says NAB’s Gavin Friend, which has seen longer term bond yields falling, despite inflation concerns. Yet inflation remains a concern, even though PPI numbers in the US fell overnight.

Wages, fuel, supply chains and a not-so-transitory inflation number

US CPI came in as expected. NAB’s David de Garis looks at this, plus the FOMC minutes, for hints of how the Fed will handle tapering and rate rises.

IMF warning central banks to act quickly on inflation

Markets are more attuned to the idea of a US rate rise next year, says NAB’s Ray Attrill, as the IMF warns central banks to act if inflation persists, which seems likely.

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