Rising bond yields, rising oil prices, bond yields higher. Today is a repetition of yesterday as the same pressures drive markets - the Middle East, AI growth concerns, inflation fears and central bank expectations. NAB’s Sally Auld joins Phil to discuss market reactions and where she thinks expectations might be a little over-egged. Why, for example, asks Phil, is the market expecting hikes from the Bank of Canada this week when yesterday’s data shows inflation seems to be more under control there than in most places? Today’s UK jobs data precedes a Bank of England rate announcement on Thursday.
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