Podcast Episodes
Back to SearchMonday: Signs trade war is easing
Signs the sharp edges are coming off the global trade war have lifted US stocks and the US dollar, which means the Aussie and Kiwi dollars start lowe…
11 months ago
Thursday: Trump backs off on China & Fed
US stocks and the US dollar rallied overnight on hopes Donald Trump will cut tariffs on China, and after he said he doesn’t want to fire the Fed’s ch…
11 months ago
Wednesday: Bessent sees China 'de-escalation'
US stocks rally as the US Treasury Secretary says the US-China trade conflict is unsustainable and is likely to ‘de-escalate’ soon. But surveys show …
11 months, 1 week ago
Tuesday: Trump threatens Fed independence
The ‘Sell America’ trade is back with a vengeance this morning after Donald Trump threatened the Fed’s independence again. The ECB cuts rates, with f…
11 months, 1 week ago
Thursday: US & China forecasts downgraded
Global stocks slump again after Donald Trump restricts Nvidia chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. ANZ Research cuts …
11 months, 1 week ago
Wednesday: RBA appears open to May cut
Stock markets were stable overnight although the volatility may be short-lived. The Reserve Bank of Australia opens up for a May rate cut, while tari…
11 months, 2 weeks ago
Tuesday: Markets find some stability, finally
Global markets find some rare stability after Donald Trump’s temporary pivot on computer and phone imports. China’s exporters are stopping shipments …
11 months, 2 weeks ago
Monday: Computer exemption relief may be temporary
The White House quietly exempted computers and phones from reciprocal import tariffs on Friday night after markets closed, but a Trump official has s…
11 months, 2 weeks ago
Friday: Safe-haven demand lifts gold to US$3,193/oz
US stocks are down as the White House points out total tariffs on China actually add up to 145%. Gold jumps to a record high. China is set to cut in…
11 months, 2 weeks ago
Thursday: Markets jump after tariff pause
Donald Trump pauses reciprocal tariffs for 90 days, unleashing a furious rally in stocks, but increases his tariff on China to 125% after China retal…
11 months, 2 weeks ago