AUDIO

Podcasts and other audio content from Phil Dobbie

A bad end to a solid month

Stocks took a hit on Friday, in part because of month ends, but also because of rising cautiousness on share prices says NAB’s Tapas Strickland. Hopes are high for economic recovery, though, with more taper-talk noises coming from central banks.

A history of recessions, and why this is not so different

Steve Keen compares this economics downturn with those that have gone before – the ones without a pandemic.

The price of supply chain disruption

Markets are optimistic given strong earnings and positive economic indicators, but NAB’s David de Garis so supply chain issues will push prices up temporarily. But how long is temporary?

Retail’s big change, no loose change required

Susannah Streeter on how Argos helped lift Sainsbury’s online sales, whilst Mustafa Khanwala explains how apps like @MIshiPayApp will drive an online-instore hybrid shopping experience. Is this the future of the High Street?

Long ways to go, says Powell

Markets are optimistic given strong earnings and positive economic indicators, but NAB’s David de Garis so supply chain issues will push prices up temporarily. But how long is temporary?

EU votes on Brexit shambles

The EU has voted on the trade agreement we already have. So how is it working out for us? Vicky Pryce joins me on today’s It’s the Business for a Brexit stock take.

Treading water, but inflation expectations are on the rise again

Inflation concerns are on the rise again says NAB’s Rodrigo Catril, as US Treasury yields step up again. Meanwhile, stellar earning results, like Alphabet, Microsoft and Tesla this week, don’t always result in higher share prices – has the market reached a peak for now?

A very cloudy summer for tourism

How will the travel industry manage this summer? I talk to @SimonCalder about the plight of airlines and other tourism operators. Inbound tourism also looks a little sick – made worse by Brexit, says Simon

Reflation reigns for now

The global reflation trade is back on track after a brief hiatus says NAB’s Gavin Friend. A 10 year high in copper demonstrates the demand, whilst rising iron ore prices are lifting the Aussie dollar.

The magic 7000

Where now for UK shares? Versus Europe and the US? Large caps v mid cap? @RodneyHobson is always worth a listen

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