In our latest market update we look at the reflation rotation clearly underway in the US, as well as the nonsense relating to the latest employment numbers in Australia, as well as the main market prices and trends. Meantime, gold fades as tech stocks move higher as longer term rates influence inflation expectations. What will the FED do?
CONTENTS
0:00 Start
0:15 Introduction
0:40 US Markets and The FED
2:00 Techs rise
3:56 Inflation Expectations
5:25 What If Inflation Is Higher…?
6:20 Oil
6:49 Gold Bulls Hit
8:40 Australia: ABS Unemployment And Election Prospects
14:30 CBA Tightens Lending Standards
16:50 Australian Markets
18:55 More From Michael Burry – Big Losses Ahead
21:50 Conclusions and Close
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More weakness in markets as we close the year. The realisation of higher rates and recession risk hitting earnings is hitting home as big-tech...
The latest edition of our finance and property news digest with a distinctively Australian flavour.