Podcast Episodes
Back to SearchTuesday: US and China resume trade talks
The US and China resume trade talks, as Chinese export data shows a growing fall in US shipments. Chinese factory gate prices experience stronger def…
9 months, 2 weeks ago
Friday: ECB cuts; Trump and Xi talk trade
The European Central Bank cuts but signals the cycle is near an end. US markets were buoyed by a trade call between Presidents Trump and Xi - all eye…
9 months, 3 weeks ago
Thursday: Australian GDP growth lower
Soft US services and job surveys support rate cut expectations for later in the year. Australia’s headline growth falls in Q1, and South Korea’s curr…
9 months, 3 weeks ago
Wednesday: Australian GDP to be weaker
Strong US jobs data adds to the case for a Fed hold. Lower inflation in the EU supports an ECB rate cut this week. Australia’s Q1 GDP growth is set t…
9 months, 3 weeks ago
Tuesday: US manufacturing hit by tariff uncertainty
Tariff uncertainty weighs on US manufacturing, with export and import activity at multi-year lows in May. Oil jumps over 3% on geopolitical risk; Aus…
9 months, 3 weeks ago
Monday: Markets eye tariff uncertainty
Markets start the week on the lookout for certainty as US courts see-saw on tariff legality; Australia’s housing market sends mixed signals, while re…
9 months, 3 weeks ago
Friday: US Trade Court deems tariffs illegal
Markets are mixed as they digest a US court ruling that the Trump administration’s tariffs were imposed illegally. Australian business indicators wer…
9 months, 4 weeks ago
Thursday: RBNZ cuts, but with dissenter
US stocks track down with all eyes on Nvidia results due today. Treasury yields rise as traders eye more supply. The Reserve Bank of New Zealand cuts…
10 months ago
Wednesday: US confidence jumps
US markets jump on stronger consumer confidence and intensified US-EU trade talks. Australian consumer confidence drops despite the RBA’s rate cut la…
10 months ago
Tuesday: Trump's new tariff threat lifts gold
Donald Trump delays his 50% tariff on Europe, which boosts stocks there. But gold remains up near record highs on all the uncertainty. Singapore’s fa…
10 months ago