Podcast Episodes
Back to SearchTuesday: Trump backpedals on China
Markets bounce back overnight after Donald Trump downplays his new 100% China tariff threat. China’s exports are stronger than expected. And New Zeal…
5 months, 2 weeks ago
Monday: US stocks slump after Trump threatens new China tariff
Trade tensions between the US and China escalate, which triggers a stock market selloff. But US bonds rally, and gold is up too on safe haven demand.…
5 months, 2 weeks ago
Friday: USD up & gold back under US$4k/oz
The US dollar surges against the euro and yen after political turmoil in France and Japan. Gold dips back below US$4,000/oz. NZ card spending shows s…
5 months, 2 weeks ago
Thursday: RBNZ goes for big cut
Gold surges another 1.8% overnight. The Reserve Bank of New Zealand cuts its cash rate 50 basis points, which sends the Aussie dollar higher against …
5 months, 2 weeks ago
Wednesday: Gold over U$4,000/oz
Gold rises through US$4,000/oz as fears grow there’ll be a long US Government shutdown. Australia’s labour market continues to ease, and a weak busin…
5 months, 3 weeks ago
Tuesday: Geopolitics dominates markets
The yen falls and Japanese bond prices slide after the election of a new Prime Minister, who is expected to oppose rate hikes and borrow much more. V…
5 months, 3 weeks ago
Monday: ANZ Research changes RBA call
The US Government shutdown cancels the release of key US jobs data. ANZ Research has raised its inflation forecast for Australia, and now sees the Re…
5 months, 3 weeks ago
Friday: Australian spending growth slows
Gold is off its highs as US markets are relaxed about the US Government shutdown. Australian gold exports drop in August after a safe-haven boost in …
5 months, 3 weeks ago
Thursday: Australian house prices jump
The US Government shut down overnight and private jobs data is weak, so bond yields fell and gold rose. The Reserve Bank of India holds rates, but is…
5 months, 3 weeks ago
Wednesday: Doubt grows RBA can cut next month
US stocks soften and gold rises overnight as fears grow about a US Government shutdown. The Reserve Bank of Australia holds rates, and there’s renewe…
5 months, 4 weeks ago