Podcasts and other audio content from Phil Dobbie

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.

Energy prices rise further, central banks more hawkish

Energy prices are lifting inflation expectations. NAB’s Tapas Strickland says central banks are planning a faster path of tightening as a result. Could the BoE lift rates next month?

Soft jobs numbers won’t dampen the Fed’s tapering intention

Soft US job s numbers won’t stop a taper from the Fed this year says NAB’s Rodrigo Catril. Meanwhile, inflation concerns remain as the US kicks off Q3 earnings season.

Cashed up and nowhere to go

This week on the Debunking Economics podcast @profstevekeen explains why the money governments have spent on support through COVID is with us forever, and why that’s not such a bad thing.

Everyone seems happy to kick the can

Two cans are being kicked down the road: gas for Europe and the US debt ceiling. NAB’s David de Garis says neither issue has been resolved but markets are enjoying a bit of breathing space.

Where is the safe haven?

NAB’s Gavin Friend talks about the impact of European fuel prices on broader markets and says its hard to see where the safe haven is right now.

Risk on, with inflation? RBNZ ready to lift rates

The impact of the Delta variant has not been as bad as expected, says NAB’s Rodrigo Catril, evidenced by strong ISM numbers from the US, hence a risk-on mood this morning. But inflation remains a concern around the world.

Steve for the NSW Senate

Steve Keen is standing for the Senate in NSW. What was he thinking! I ask on this week’s FREE Debunking Economics podcast.

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