Podcast Episodes
Back to SearchFriday: Data centres boost Australian capex
Markets are quiet with the US on Thanksgiving holiday. Data centres underpin an Australian investment jump, putting further pressure on RBA to hold r…
5 months, 2 weeks ago
Thursday: AUD & NZD rise as rate views shift
Both the Aussie and Kiwi dollars rise as rate cut views retreat. Australian October inflation overshot the mark, putting another Reserve Bank of Aust…
5 months, 2 weeks ago
Wednesday: US data supports Fed cut
US jobs, consumption and producer inflation data overnight support a Fed rate cut in December. The Reserve Bank of New Zealand is set to cut rates to…
5 months, 3 weeks ago
Tuesday: US stocks rally as Fed cut views grow
US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US,…
5 months, 3 weeks ago
Monday: Japan launches US$135b fiscal stimulus
Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pa…
5 months, 3 weeks ago
Friday: US jobless rate up, but Fed cut doubts remain
Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese…
5 months, 3 weeks ago
Thursday: Australian wage growth behaves
US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from…
5 months, 3 weeks ago
Wednesday: RBA more hawkish than expected
Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are m…
5 months, 4 weeks ago
Tuesday: Fed cut expectations slide under 50%
Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision,…
5 months, 4 weeks ago
Monday: Trump relents on beef & coffee tariffs
Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows…
6 months ago