Podcast Episodes
Back to SearchTuesday: Trump threatens Fed independence
The ‘Sell America’ trade is back with a vengeance this morning after Donald Trump threatened the Fed’s independence again. The ECB cuts rates, with f…
1 year, 2 months ago
Thursday: US & China forecasts downgraded
Global stocks slump again after Donald Trump restricts Nvidia chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. ANZ Research cuts …
1 year, 2 months ago
Wednesday: RBA appears open to May cut
Stock markets were stable overnight although the volatility may be short-lived. The Reserve Bank of Australia opens up for a May rate cut, while tari…
1 year, 2 months ago
Tuesday: Markets find some stability, finally
Global markets find some rare stability after Donald Trump’s temporary pivot on computer and phone imports. China’s exporters are stopping shipments …
1 year, 2 months ago
Monday: Computer exemption relief may be temporary
The White House quietly exempted computers and phones from reciprocal import tariffs on Friday night after markets closed, but a Trump official has s…
1 year, 2 months ago
Friday: Safe-haven demand lifts gold to US$3,193/oz
US stocks are down as the White House points out total tariffs on China actually add up to 145%. Gold jumps to a record high. China is set to cut in…
1 year, 2 months ago
Thursday: Markets jump after tariff pause
Donald Trump pauses reciprocal tariffs for 90 days, unleashing a furious rally in stocks, but increases his tariff on China to 125% after China retal…
1 year, 2 months ago
Wednesday: 104% tariff on China confirmed
Global stocks initially rose overnight on hopes for trade deals, but are off their highs in late US trade on confirmation China’s exports will face a…
1 year, 2 months ago
Tuesday: Trump threatens extra 50% tariff on China
Global markets are very volatile again this morning after Donald Trump threatened another 50% tariff on China. Hong Kong stocks fell 9.5%, their wors…
1 year, 2 months ago
Monday: S&P 500 & AUD down sharply
Global stocks fall the most since March 2020 after Donald Trump’s Liberation Day tariff shock. The Aussie and Kiwi dollars slump after China retaliat…
1 year, 2 months ago