AUDIO

Podcasts and other audio content from Phil Dobbie

Aussie jobs flourish and US equities bounce

Equities rise and bond yields fall. NAB’s David de Garis asks, is it just a bear market bounce? NAB’s Ivan Colhoun looks at the implications of yesterday’s strong Aussie jobs numbers.

Inflation (almost) everywhere

Rising yields in Germany and the UK show the inflation story is not just a US dynamic, says NAB’s Gavin Friend. It’s everywhere.

Markets swallow the post-Omicron outlook pill

Demand for oil is reflecting the view that markets will reopen faster, says NAB’s Rodrigo Catril. Pfizer’s morning-after COVID pill will help with that, but it won’t help with inflation concerns.

China bucks the tightening trend

It’s all about interest rates at the moment – how far will they rise? But, as NBA’s Tapas Strickland points out, China’s President Xi is warning central banks to sit tight, as his own PBoC lowers rates. It’s shaping up to be a year of divergent monetary policies.

Fed ready to fight inflation on two fronts

It’s not just rates lift off expected for the FOMC early this year says NAB’s Ray Attrill on today’s Morning Call podcast, they’ll also be looking to reduce their balance sheet, attacking inflation on two fronts.

What’s driving the Great Resignation?

Steve Keen tells me that the Great Resignation is a kick in the balls of the gig economy. Ouch! So how does it play out now?

The Perils of Government Subsidies

Even the most ardent supporters of small government will agree there are times when governments need to offer subsidies to companies and industries. But, I suggest to @profestevekeen, there are lots of examples where it has less than the desired effect.

Looking ahead to a better 2022

Next year should be better but no less confusing. NAB’s Rodrigo Catril explores the themes for 2022 on the last Morning Call of the year.

Europe’s cold cold Christmas

Oil and equites have fallen sharply on Omicron concerns. NAB’s Ray Attrill says the US is only a ocule of weeks behind UK infection rates. Europe meanwhile, struggles with rising gas prices on capped gas supplies from Russia. Not the best lead-in to Christmas.

A very cautious Christmas

Whilst Europe is closing up for Omicron, NAB’s Tapas Strickland says inflation remains a bigger concern in the US, with the FOMC’s Governor Waller saying a March rate hike a live issue.

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