Podcast Episodes
Back to SearchThursday: Markets eye US retail sales data
US markets are mixed after Donald Trump’s partial de-escalation of tariffs on China. Investors are looking ahead to US retail sales data tonight. Aus…
1 year ago
Wednesday: US markets bounce
US stocks and oil bounce on lower US inflation and another cut in tariffs on China, sending the Aussie and Kiwi dollars up around 1.5% overnight. Low…
1 year ago
Tuesday: 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year 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…
1 year ago