Podcast Episodes
Back to SearchFriday: Markets price in two Fed rate cuts
Soft US inflation data sees markets price in two Federal Reserve rate cuts later this year. Gold rises and the US dollar falls as markets turn from t…
11 months ago
Thursday: Muted reaction to US-China deal
President Trump says US-China trade talks result in agreements covering rare earths and magnets, and Chinese students. US inflation surprises to the …
11 months ago
Wednesday: 'More to do' in US-China trade talks
US and China trade talks continue this morning, with ‘more to do’. US inflation data for May will show if tariffs are pushing up prices. Australian b…
11 months ago
Tuesday: 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…
11 months 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…
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 1 week 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…
11 months, 2 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…
11 months, 2 weeks ago