Podcast Episodes
Back to SearchMonday: US inflation rise boosts Fed hike views
US inflation is above forecasts, and markets now see a 85-90% chance the Fed will hike this week. ANZ Research now sees the ECB hiking once more. And…
2 weeks ago
Friday: US bond yields jump to 19-year highs
The European Central Bank hikes rates, but inflation fears over surging oil prices dominate attention, triggering another global bond market selloff.…
2 weeks, 3 days ago
Thursday: Brent crude rises above US$100/bbl
Brent oil rises back over $100 as the Middle East conflict intensifies. Treasury yields rise, despite the expansion of a bond buyback. Markets now tu…
2 weeks, 4 days ago
Wednesday: Australian confidence slides again
Oil prices jump as the Middle East conflict widens to attacks on Saudi Arabian cities. Australian consumer and business confidence slides as inflatio…
2 weeks, 5 days ago
Tuesday: Australian job ads hold their strength
Oil prices rise after fresh strikes in the Middle East. Australian job ads show a more resilient labour market. The mood among employers in New Zeala…
2 weeks, 6 days ago
Monday: US jobs growth above forecasts
US jobs growth in August is much stronger than forecast. Markets now see a 50/50 chance the Fed will hike this month, but the US dollar is still soft…
3 weeks ago
Friday: US Fed September hike bets fall
US September hike expectations fall on Fed comments - so stocks rise. The Yen strengthens on BoJ hike bets. Australia imports more data processing te…
3 weeks, 3 days ago
Thursday: Aus growth eases across first half of 2026
Global bond yields take a breather and US stocks rise. Australia’s growth eased in the first half of 2026, but a November rate hike remains on the ca…
3 weeks, 4 days ago
Wednesday: Oil and global bond yields spike
Oil jumps and Government bond yields rise on inflation worries as the US launches new Iran strikes. ANZ Research upgrades its Australian Q2 GDP forec…
3 weeks, 5 days ago
Tuesday: Aus business data tips GDP upside
Brent jumps 5% on renewed conflict in the Middle East. Stronger company profits mean upside risk to Australia’s Q2 GDP. Kiwi businesses report mixed …
3 weeks, 6 days ago