Podcast Episodes
Back to SearchMonday: RBA set to cut rates, finally
The Reserve Bank of Australia is expected to finally cut rates this week. However, the Aussie dollar is firmer this morning and may rise more as glob…
1 year, 2 months ago
Friday: Trump set to announce global reciprocal tariffs
Donald Trump is set to announce global reciprocal tariffs today, but US stocks rose and US Treasury yields and the dollar fell on hopes delays could …
1 year, 3 months ago
Thursday: 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago