Podcast Episodes
Back to SearchWednesday: What new sanctions mean for oil prices
New sanctions on Russia’s oil exports are driving prices, for now. India’s rupee hits a record low. Australian consumer confidence is holding up over…
1 year, 2 months ago
Tuesday: US rate cut hopes fade
US Treasury yields continue to rise and stocks fall as hopes of multiple Fed rate cuts fade. A strong US dollar sees the Yuan slide towards 16-year l…
1 year, 2 months ago
Monday: AUD starts 2025 near 5-year low
ANZ Research has pulled forward its forecast for Australia’s first rate cut to February from May after soft inflation data. But US rates expectations…
1 year, 2 months ago
Wednesday: Markets set for Fed, BoJ rates moves
Global markets are mixed ahead of big US and Japanese rate decisions later this week. US retail sales are solid. New Zealand’s Government announces a…
1 year, 3 months ago
Tuesday: NZ Govt borrowing forecast to rise
PMI results show the US economy is resilient, supporting only three Fed cuts in 2025. China’s retail sales disappoint again. NZ’s Government is expec…
1 year, 3 months ago
Monday: Markets brace for Fed & BoJ decisions
Global markets are bracing for Fed rate cut on Thursday and a possible Bank of Japan hike on Friday. New Zealand’s economy is expected to report a tr…
1 year, 3 months ago
Friday: ECB set to cut 150 bps more in 2025
The ECB cuts 25 bps as expected, but the Swiss National Bank surprises with 50 bps cut. US headline PPI inflation is hotter than expected, but core i…
1 year, 3 months ago
Thursday: Fed rate cut seen locked in after CPI
US inflation met forecasts. Markets now see a Fed rate cut next week as a sure thing. Japanese producer price inflation pressure builds for BoJ. Soft…
1 year, 3 months ago
Wednesday: RBA holds, but now less worried about inflation
Global markets are mixed ahead of key US inflation data. The RBA holds, but is more comfortable on inflation, which saw the Aussie and Kiwi dollars d…
1 year, 3 months ago
Tuesday: AUD and NZD rise on China stimulus talk
Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Au…
1 year, 3 months ago