Podcast Episodes
Back to SearchTuesday: ANZ sees RBNZ hiking three times in 2026
Oil prices are up around US$100/barrel again as the US Navy blockade on Iranian ports begins. ANZ Research changes its call for the Official Cash Rat…
4 weeks ago
Monday: Markets braced after peace talks end
Peace talks between Iran and the United States collapse. Donald Trump says the US Navy will blockade the Strait of Hormuz and stop tankers on the hig…
4 weeks, 1 day ago
Friday: Oil falls after Israel agrees to ceasefire talks
Oil prices fall and stocks rise after Israel agrees to ceasefire talks with Lebanon, improving the chances of a broader Middle East ceasefire. Elsewh…
1 month ago
Thursday: Oil slumps & stocks jump on ceasefire
Oil prices plunged 15% and stocks rose 3% overnight after the US and Iran agreed to a two-week ceasefire. But there is still conflict in the region a…
1 month ago
Wednesday: Markets wait on Trump Iran deadline
Markets are on tenterhooks hours ahead of President Trump’s 8pm EST deadline for Iran to reopen the Strait of Hormuz; Australia’s labour market loose…
1 month ago
Tuesday: Oil price rises after new Trump threats
Trump threatens strikes on Iran’s energy and water infrastructure tomorrow, which is pushing up oil prices and undermining US stocks. US jobs are str…
1 month ago
Thursday: Focus on Trump speech for Iran news
Global stocks are firmer this morning and oil prices slipped on hopes for de-escalation in Iran, but the focus is on a Donald Trump speech due at 1pm…
1 month, 1 week ago
Wednesday: Stocks surge on de-escalation hope
Stocks jump on hopes for de-escalation in Iran. RBA minutes show four dissenters weren’t against hiking, just the timing; And New Zealand business co…
1 month, 1 week ago
Tuesday: Markets volatile as Iran conflict goes on
Markets wobbled overnight with conflicting accounts of when the Iran conflict might end. Bond yields fell on hope inflation may not rise too much. An…
1 month, 1 week ago
Monday: Markets slide as Iran conflict escalates
The conflict in Iran widens again over the weekend after global stocks and bonds sell off aggressively. Brent crude jumps again, and the US dollar st…
1 month, 1 week ago