Podcast Episodes
Back to SearchMonday: Fed cuts, but cautious on more
The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV …
1 year, 4 months ago
Friday: China exports jump ahead of tariffs
US stocks rise again with hopes a dominant Trump Presidency will be good for growth and profits, but Treasury yields fell ahead of the Fed’s decision…
1 year, 4 months ago
Thursday: Trump trade fires up
US stocks surge more than 2% to fresh record highs as stock investors celebrate Donald Trump’s re-election. But bond holders aren’t so sure. US Treas…
1 year, 4 months ago
Wednesday: Election day in the USA
US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the RBA holds…
1 year, 4 months ago
Tuesday: 'Trump Trade' unwinds as Harris edges higher
The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the RBA is expected t…
1 year, 4 months ago
Monday: All eyes on US elections, then Fed
US jobs growth was much weaker than expected in October, but the Fed is still on track to cut rates 25 basis points later this week. December is not …
1 year, 4 months ago
Friday: UK Budget hits Bank of England cut bets
The Bank of Japan holds rates, but signals more still on the cards; UK rate cut bets retreat after new Government’s first budget, Australian retail s…
1 year, 4 months ago
Thursday: US GDP boosted by consumers
US GDP is boosted by strong consumer spending while European growth beats expectations. Australian inflation falls - but rate cuts still aren’t on th…
1 year, 4 months ago
Wednesday: US GDP in focus
US consumer confidence lifts, ahead of stronger GDP figures expected today, although weaker jobs data shows signs of a cooling labour market; And Aus…
1 year, 5 months ago
Tuesday: Oil slumps as fears of wider conflict ease
Oil prices slump 5.5% on hopes the tit-for-tat strikes between Israel and Iran might not escalate. The yen falls on uncertainty about a new Governmen…
1 year, 5 months ago