Podcast Episodes
Back to SearchThursday: US inflation overshoots
US stocks and rate cut expectations retreat as January inflation comes in hotter than expected - just one rate cut is now priced for this year; And N…
1 year, 1 month ago
Wednesday: Australia could dodge tariffs
Markets are focused on cautious comments from Fed Chair Jerome Powell about more rate cuts. Australia’s large and growing US trade deficit could spar…
1 year, 1 month ago
Tuesday: Gold hits new record high
US markets react positively to President Trump’s latest steel and aluminium tariff announcement, but uncertainty remains. Gold hit a new record high …
1 year, 1 month ago
Monday: US consumers fear tariffs will hike prices
US consumers increasingly fear Donald Trump’s tariffs will drive up inflation, which worried US markets on Friday. Trump reverses a plan to put tarif…
1 year, 1 month ago
Friday: Bank of England cuts dovishly
Markets are mixed amid conflicting signals on Donald Trump’s tariffs. The Bank of England cuts dovishly, driving the pound lower. Australia’s trade s…
1 year, 1 month ago
Thursday: Gold hits record high over US$2,900/oz
Gold hits a new record high as the US 10 year yield falls to its lowest point this year.; China holds the Yuan strongly amid depreciation pressure; a…
1 year, 1 month ago
Wednesday: Markets welcome limited China retaliation
Mexico and Canada get a one month reprieve from Donald Trump’s 15% across-the-board tariffs and China is in talks for a similar reprieve. China’s res…
1 year, 1 month ago
Tuesday: Mexico secures tariff pause
Mexico secures a one-month reprieve from tariffs by agreeing to send troops to the US border. All eyes are now on a call this morning between Preside…
1 year, 1 month ago
Monday: Trump's tariffs set to disrupt global economy & markets
Markets will open this morning for the first time after Donald Trump unleashed 25% tariffs across the board on imports from Canada and Mexico on Sund…
1 year, 1 month ago
Friday: ECB cuts, while Fed is in no hurry
Markets are coping this morning with the world’s two biggest central banks taking interest rates in different directions, with the Fed holding yester…
1 year, 1 month ago