Podcast Episodes
Back to SearchMonday: US rate hike bets up on Warsh speech
The Fed Chair delivers a hawkish Jackson Hole speech - US rate hike bets firm up. But jobs data this week could ease the pressure. New Zealand consum…
4 weeks ago
Friday: Household spending keeps RBA on its toes
US Treasuries are steady ahead of the Fed chair’s Jackson Hole speech; Australian household spending jumps - supporting ANZ Research’s November rate …
1 month ago
Thursday: ANZ Research says RBA to hike in November
Australia’s July CPI is stronger than expected, after RBA minutes highlighted concerns about prices. So ANZ Research has changed its rate call to ano…
1 month ago
Wednesday: Eyes on PCE inflation for Fed clues
US Treasury yields drop as attention turns to PCE inflation data tonight. RBA August meeting minutes lean to the hawkish side. Australia’s July CPI i…
1 month ago
Tuesday: NZ retail sales show economy stalled
Oil and Treasury yields drop as the US sets out more Iran sanctions; Singapore’s core inflation jumps but was weaker than expected. New Zealand retai…
1 month ago
Monday: US business activity rises
US business activity rises in August as price growth eases. The US dollar settles lower after last week’s Treasury bond market intervention. Stronger…
1 month ago
Friday: Long US Treasury yields rise again
Long Treasury yields are back up - the US is looking at what else it can do to get borrowing costs down. Australia’s labour market softens, taking pr…
1 month, 1 week ago
Thursday: US Treasury targets long bond yields
The US Treasury doubles a bond buyback programme, sending long-term yields and the dollar down - the Aussie and Kiwi dollars both rise. Australia’s p…
1 month, 1 week ago
Wednesday: ANZ Research sees higher Aus GDP
Stocks fall as inflation fears rise. ANZ Research upgrades its Australian growth forecasts. And Australian consumers are more confident as RBA hikes …
1 month, 1 week ago
Tuesday: China activity slumps in July
The Bank of Japan is given food for thought from a weak GDP print. China’s activity slows sharply. Oil prices are back up around 3% on renewed confli…
1 month, 1 week ago