Podcast Episodes
Back to SearchMonday: Focus turns to Fed, RBA & RBNZ
Global stocks rise again after strong US business activity surveys. This week’s focus is on the Fed’s minutes and US inflation data, along with Austr…
1 year, 4 months ago
Friday: Mixed US economic signals as oil drops
Oil rises on an escalating conflict in Ukraine. US jobs and business confidence data is mixed. Australian housing affordability worsens again and New…
1 year, 4 months ago
Thursday: Safe havens sought as Ukraine conflict escalates
Global stocks wobble as Ukraine conflict fears escalate. UK inflation is hotter than expected. China’s banks hold lending rates amid a focus on fisca…
1 year, 4 months ago
Wednesday: Stocks jittery on Ukraine nerves
Stocks are jittery and safe havens in demand this morning after an escalation of the conflict in Ukraine overnight. The RBA’s minutes indicate it may…
1 year, 4 months ago
Tuesday: Oil up 3% as Ukraine war intensifies
Oil prices rise 3% as the Russia-Ukraine war escalates. US Treasury yields edge up as traders price a December rate cut by the Fed at 50-50. And RBA …
1 year, 4 months ago
Monday: Trump Trade? Or just a clear election result trade?
The Trump trade takes a breather. Fed Chair Jerome Powell is less dovish than expected. China’s retail sales surge, leaving it on track for 4.9% GDP …
1 year, 4 months ago
Friday: US dollar near two-year high
US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s …
1 year, 4 months ago
Thursday: US December rate cut bets jump
Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the…
1 year, 4 months ago
Wednesday: Australian confidence up
US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the…
1 year, 4 months ago
Tuesday: Bitcoin surges on Trump trade
The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fe…
1 year, 4 months ago