Podcast Episodes
Back to SearchWednesday: RBA to hold from here - ANZ Research
US stocks rise, but wariness remains around tech valuations. ANZ Research updates its RBA call, with rates are expected to stay at 3.6%, and Australi…
7 months ago
Tuesday: Inside NZ's house price recovery
US manufacturing data is weaker than expected, reinforcing expectations of a Fed rate cut next week. That’s dragging on the US dollar. But the Kiwi d…
7 months ago
Monday: Lending to Australian housing investors hits 10-year high
Lending to rental property investors in Australia surges to its fastest growth rate in a decade. China’s economy is showing mixed signals. And India …
7 months ago
Friday: 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…
7 months 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…
7 months 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…
7 months, 1 week 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,…
7 months, 1 week 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…
7 months, 1 week 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…
7 months, 1 week 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…
7 months, 1 week ago