Podcast Episodes
Back to SearchTuesday: Markets look ahead to Jackson Hole
Markets are flat ahead of central bankers’ speeches at Jackson Hole. Thailand’s growth slows as tariff and political dramas hit. India gets a long-ov…
7 months, 1 week ago
Monday: Solid retail sales give Fed room
US retail sales are solid, leaving the Fed in no hurry to cut rates. China’s consumers remain very cautious. Taiwan’s GDP is surprisingly strong. And…
7 months, 1 week ago
Friday: Inflation building in US pipeline
US producer price inflation jumps to a three-year high, which lifts US bond yields and the US dollar. The Aussie and Kiwi dollars fall almost a perce…
7 months, 2 weeks ago
Thursday: US rate cut bets grow
US rate cut expectations grow. Australian wage growth is strong, but that shouldn’t worry the RBA. The Bank of Thailand cuts rates. There’s another t…
7 months, 2 weeks ago
Wednesday: RBA cuts rates
The Reserve Bank of Australia cuts, with further easing on the cards. US inflation lifts but with positive signs tariffs are only having a transitory…
7 months, 2 weeks ago
Tuesday: RBA expected to cut 25 bps
The Reserve Bank of Australia (RBA) is expected to cut its cash rate 25 basis points later today. ANZ Research upgrades its forecasts for house price…
7 months, 2 weeks ago
Monday: Gold hits record high after US tariff move
Gold hits a new record high after the US sets tariffs on imports of gold bars. All eyes this week are on an expected rate cut in Australia tomorrow, …
7 months, 2 weeks ago
Friday: Trump sets 100% tariff on chips
Donald Trump announces a 100% tariff on chip imports, but markets are relaxed because there’s lots of exemptions. The Bank of England cuts…but only j…
7 months, 3 weeks ago
Thursday: Trump hits India with 50% tariff
Donald Trump has doubled India’s tariff rate to 50% to punish it for buying oil from Russia. Markets are also wary of imminent Trump announcements on…
7 months, 3 weeks ago
Wednesday: RBI expected to cut
Hong Kong’s Monetary Authority intervenes again to stop the Hong Kong dollar falling off its peg to the US dollar. ANZ Research sees the Reserve Bank…
7 months, 3 weeks ago