Podcast Episodes
Back to SearchTuesday: Stocks & USD surge on trade deal
US stocks, the US dollar and oil prices surged overnight on hopes a US deal with China to both slash their tariffs for 90 days will stick, and revive…
10 months, 2 weeks ago
Monday: 'Substantial progress' in China trade talks
The US reports substantial progress in weekend trade talks with China. A ceasefire between India and Pakistan is holding. China re-routed a lot of ex…
10 months, 2 weeks ago
Friday: Markets rally on US-UK trade deal
Markets rally after the US does a trade deal with the UK that keeps the 10% baseline tariff on most imports. The Bank of England cuts rates, but hawk…
10 months, 3 weeks ago
Thursday: Fed holds and China eases
The Fed has held, as expected. China has lowered interest rates to cushion its domestic economy from the Liberation Day tariff shock. Those lower rat…
10 months, 3 weeks ago
Wednesday: US stocks down before FOMC
US stocks fall on a lack of trade deals ahead of tomorrow’s FOMC decision. The US trade deficit blows out on import stockpiling ahead of Trump’s tari…
10 months, 3 weeks ago
Tuesday: Taiwan & HK$ surges trigger intervention
The Taiwan dollar surges, forcing central bank intervention. The Hong Kong Monetary Authority also intervenes to stop the Hong Kong dollar breaking i…
10 months, 3 weeks ago
Monday: Oil falling as Saudis hike output
Oil prices are set to fall again with Saudi Arabia expected to force through a deal to increase output later today. Australia’s election result sugge…
10 months, 3 weeks ago
Friday: Yen falls after BoJ delays hike view
US stocks jump on tech earnings, but a new US manufacturing survey points to rising chances of a US recession. The Bank of Japan holds dovishly, whic…
10 months, 4 weeks ago
Thursday: Oil drops 3.4% as US GDP falls
US GDP falls for the first time since 2022. US stocks slide 0.5% and oil prices fall 3.4%. Lower core inflation in Australia lends support to the RBA…
10 months, 4 weeks ago
Wednesday: US confidence slumps again
US stocks firm, but oil prices slide after another slump in US consumer confidence drove growth views and Treasury yields lower. Australian consumer …
11 months ago