Podcast Episodes
Back to SearchMonday: Takaichi wins mandate for tax cuts
Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees …
4 months, 3 weeks ago
Friday: Gold, silver, oil & bitcoin slide again
Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but onl…
4 months, 3 weeks ago
Thursday: NZ employment rises
US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but …
4 months, 4 weeks ago
Wednesday: The RBA hikes
The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data toda…
4 months, 4 weeks ago
Tuesday: Oil falls 5% as Mideast tensions ease
Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank…
5 months ago
Monday: US$ firms while gold & silver slump after Warsh nomination
Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s res…
5 months ago
Friday: Fed holds & copper surges to new highs
The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tighten…
5 months ago
Thursday: Gold surges to US$5,335/oz after Trump comments
The US dollar slides and then rebounds after conflicting comments from Donald Trump and his Treasury Secretary Scott Bessent. ANZ Research now sees t…
5 months ago
Wednesday: NZD over 60c & AUD nears 70c
The US dollar falls again ahead of a likely Fed pause, with the Aussie up to near 70 USc, and the Kiwi over 60 USc. China’s firms are profitable for …
5 months ago
Tuesday: Gold & silver vault to record highs
Gold blasts through US$5,100 an ounce. Silver vaults over US$100 an ounce. The USD keeps dropping, as investors look for safe havens elsewhere, inclu…
5 months ago