Podcast Episodes
Back to SearchWednesday: 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 1 month ago
Monday: Trump threatens 50% tariff on Europe
Donald Trump threatens 50% tariffs on Europe and a 25% tariff on Apple iPhones. Japanese bond yields surge to multi-decade highs. Oil production is s…
1 year, 1 month ago
Friday: Markets bounce after US tax bill passes
US markets bounce after Donald Trump’s tax bill passed in the House, just. New Zealand’s Government smooths its bond issuance out. Japanese business …
1 year, 1 month ago
Thursday: US 30-year yield hits 18-year high
The selloff of US assets resumes as concerns about ballooning US Government debt pushed the 30-year Treasury yield over 5% to its highest level in 18…
1 year, 1 month ago