Podcast Episodes
Back to SearchTuesday: Aussie & Kiwi join risk-on rally
US stocks and gold hit new record highs overnight ahead of an expected Fed cut this week, with more to come. The Aussie and Kiwi dollars finally join…
6 months, 1 week ago
Monday: US consumer confidence slides
US consumer confidence slides below expectations, locking in expectations for a Fed rate cut this week. India’s inflation is benign. And New Zealand’…
6 months, 2 weeks ago
Friday: Stocks hit new highs on Fed cut hopes
US stocks hit fresh record highs after US inflation data reassured investors the Fed will cut next week, with more later in the year. Australian inbo…
6 months, 2 weeks ago
Thursday: US producer price fall surprises
US stocks rise as producer prices drop ahead of CPI data tonight. China’s core inflation rises, meaning the PBOC’s easing cycle could be near an end.…
6 months, 2 weeks ago
Wednesday: US jobs revised down
US jobs growth has a record downward revision as traders turn their attention to inflation data for Fed cut clues. And Australian consumer confidence…
6 months, 2 weeks ago
Tuesday: Gold hits new highs as US yields fall
US interest rates kept falling overnight after last week’s soft jobs data. So gold jumped to a new record high. Japan’s GDP is revised higher. And Ch…
6 months, 2 weeks ago
Monday: US jobs growth well below forecasts
US jobs growth was much weaker than expectations, raising questions about whether the Fed could cut 50 basis points next week, rather than 25 basis p…
6 months, 3 weeks ago
Friday: RBA watching household spending
Stocks and bonds rally on more signs US jobs data tonight will be soft, and clear the way for the Fed to cut rates. Australia’s household spend-up ca…
6 months, 3 weeks ago
Thursday: Australian GDP growth strengthens
Weak US jobs data strengthens bets the Fed will cut later this month. Australia’s economy grows faster than expected. And there’s an export boost for…
6 months, 3 weeks ago
Wednesday: Long bond yields jump in UK & US
Long bond yields rise in the UK to their highest levels since 1998 on fiscal fears. US long bond yields jump on Fed independence worries. Australia’s…
6 months, 3 weeks ago