Podcast Episodes
Back to SearchThursday: 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.…
9 months, 3 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…
9 months, 3 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…
9 months, 3 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…
9 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…
9 months, 4 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…
9 months, 4 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…
10 months ago
Tuesday: Gold & silver surge to record highs
Gold jumps to a fresh record high, as does silver. Australia’s GDP growth is on track for 0.6% in the June quarter. And momentum is growing in Austra…
10 months ago
Monday: Trump's tariffs ruled illegal
A US court rules Donald Trump’s reciprocal tariffs are illegal, but they’ll keep going for now before an expected Supreme Court ruling. The Fed is st…
10 months ago
Friday: China lets currency strengthen
Markets are mixed ahead of key US inflation data tonight. China lets its currency strengthen in what could be a signal before trade talks. Australian…
10 months ago