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Aussies Take Up Jobs as Draghi Tries to Quit
Friday 15th July 2022In a week of surprises (US CPI and labour market data, Canada’s interest rate rise, China’s lockdowns and the US$-Euro parity), …
3 years, 5 months ago
US Inflation rises and surprises, everything is in play
Thursday 14th July 2022US inflation has picked up more than expected, rising 9.1% in the year to June. The Fed’s Raphael Bostic said later that “ever…
3 years, 5 months ago
Freaking out over inflation
Wednesday 13th July 2022There’s no let-up when it comes to the downward expectations around the health of the global economy. US bond yields inverted…
3 years, 6 months ago
China flares up, Putin flexes more, US Dollar pushes higher
Tuesday 12th July 2022There’s a more cautious tone in the markets today, with US equities falling, bond prices rising, and the US dollar continuing o…
3 years, 6 months ago
Healthy jobs data bad news for the economy
Monday 11th July 2022It is a bit weird that positive US jobs data would be seen as heightening the expectations of a recession, but that seems to be …
3 years, 6 months ago
A glimmer of hope, except for Boris
Friday 8th July 2022There have been slightly less recession concerns in the US overnight, with equities and commodity prices pushing higher and 10 ye…
3 years, 6 months ago
Significant risk, still?
Thursday 7th July 2022The FOMC minutes are out, pointing to significant risk if inflation isn’t nipped in the bud. Markets are taking this as a sign …
3 years, 6 months ago
Oil Dives, Bonds Rally as Recession Fears grow
Wednesday 6th July 2022The Euro is getting closer to parity with the US dollar. In today’s podcast NAB’s Skye Masters points out that the Markets tea…
3 years, 6 months ago
Australia, faring better than most, but big hike still expected
Tuesday 5th July 2022The RBA meets today and the NAB expectation is that they will lift interest rates by 50 basis points. Phil asks NAB’s Tapas Stri…
3 years, 6 months ago
Independence Day: Recession Resurgence
Monday 4th July 2022Recessions fears continue to rise, pushing bond yields lower. As NAB’s Rodrigo Catril explains, the ISM manufacturing report in t…
3 years, 6 months ago