Podcast Episodes
Back to SearchMonday: How the 'Trump trade' is driving the USD
Traders are bracing for hits to the yen and the Nikkei after surprising losses for Japan’s ruling party in election results overnight. Japan’s inflat…
1 year, 5 months ago
Friday: US economy keeps outperforming UK & EU
The US labour market remains resilient, while UK and European production is still contracting. South Korea growth disappoints as exports drag, and Ja…
1 year, 5 months ago
Thursday: ECB December rate cut bets rise
US stocks are dragged down by big tech names. European rate cut bets move further towards 50 basis points in December. Canada cuts rates by 50 basis …
1 year, 5 months ago
Wednesday: Australian consumers feeling secure
US Fed officials point to smaller, cautious cuts, Australian consumers look through later rate cuts and to job safety as confidence jumps, and falls …
1 year, 5 months ago
Tuesday: Gold surges to US$2,750/oz
Gold jumps to new highs. China’s banks cut lending rates more than expected to jolt demand. Iron ore and oil prices fall after China stimulus disappo…
1 year, 5 months ago
Monday: S&P at record despite Fed cut bets retreating
The S&P 500 starts the week fresh after hitting a new record high on Friday. China’s GDP beats expectations, but a big fourth quarter jump is require…
1 year, 5 months ago
Friday: ECB cuts; Fed bets pulled back
The European Central Bank cuts by 25 basis points as inflation falls below target; US rate cut bets are pulled back following stronger retail sales; …
1 year, 5 months ago
Thursday: Weaker NZ inflation spurs cut talk
New Zealand’s inflation falls more than expected, with markets now wondering if a 75 basis point cut in November is on the cards; UK inflation was al…
1 year, 5 months ago
Wednesday: Weaker UK jobs market paves way for BoE cut
A weakening UK jobs market points to a November Bank of England cut; Concern over China stimulus grows; FOMC members talk of 25bps cuts by the Fed; N…
1 year, 5 months ago
Tuesday: China bond investors wary
Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even …
1 year, 5 months ago