Podcast Episodes
Back to SearchMonday: US 30-year bond yield hits 5.5%
Bond yields rise to new 24-year highs. Oil prices closed down on Saturday, but that was before Donald Trump rejected Iran’s latest peace offer. And a…
8 hours ago
Friday: US bond market selloff marches on
Oil prices and US bond yields rise again. Australia’s labour market continues to gradually weaken. And ANZ Research upgrades its New Zealand farmgate…
3 days, 7 hours ago
Thursday: Trump supports US diesel export ban
Donald Trump supports a US diesel export ban. US Treasury yields surge after a weak bond sale, and after another oil price spike and strong growth da…
4 days, 7 hours ago
Wednesday: Inflation expectations rise on oil
Oil prices drop on hopes the Strait of Hormuz and a Saudi pipeline will open, but the energy price spike is hitting inflation. Australian consumers a…
5 days, 7 hours ago
Tuesday: ANZ Research lifts cash rate forecasts
Oil prices fall on hopes for a peace deal in the Middle East. ANZ Research changes its cash rate forecasts for the Reserve Bank of Australia, the Res…
6 days, 7 hours ago
Monday: Bank of Japan hikes, but dovishly
The Bank of Japan hikes, but with a dovish split vote. There’s some good inflation news for the Reserve Bank of New Zealand. And the Bank of England …
1 week ago
Friday: Bank of Japan set to hike after Fed
The Bank of England holds overnight, as expected. The Bank of Japan is expected to follow the Fed and hike today. And New Zealand’s economy holds on …
1 week, 3 days ago
Thursday: Fed hikes & sees one more in 2026
The Fed hikes US interest rates in a unanimous vote and signals more to come. Higher oil prices are set to slow New Zealand’s economic growth in data…
1 week, 4 days ago
Wednesday: US 10-year yield over 5%
Oil prices and US bond yields rise again on more news of oil supply restrictions in the Middle East. Signs of stagflation emerge in China. Australian…
1 week, 5 days ago
Tuesday: ANZ Research sees Fed hike this week
Oil hits US$109/barrel and the US 10 year yield briefly tops 5% after the key Yanbu pipeline is blown up. ANZ Research changes its view on the Fed to…
1 week, 6 days ago