Podcast Episodes
Back to SearchMonday: China stimulus briefing disappoints
Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation i…
1 year, 5 months ago
Friday: Stronger US inflation supports smaller rate cut bets
US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expect…
1 year, 5 months ago
Thursday: RBNZ cuts by 50bps
The Reserve Bank of New Zealand cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data aft…
1 year, 5 months ago
Wednesday: RBA tones down hawkishness
Oil fell back 5% overnight on fears about China’s growth outlook. The RBA tones down the hawkishness in its September board minutes. All eyes are on …
1 year, 5 months ago
Tuesday: US 50bps rate cut bets evaporate
Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in…
1 year, 5 months ago
Monday: Strong US jobs growth boosts USD
US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now …
1 year, 5 months ago
Friday: Markets skittish on oil price fear
Global markets are skittish this morning on fears the conflict in the Middle East will lift oil prices. Australia’s labour market and services sector…
1 year, 5 months ago
Thursday: Traders eye Middle East escalation risks
Markets are mixed as traders analyse just how much escalation is possible in the conflict between Israel and Iran across the Middle East. There’s fur…
1 year, 5 months ago
Wednesday: Oil jumps on Iran attack on Israel
Oil prices have jumped, US Treasury yields US stocks are down and the US dollar is up in a flight to safety after reports that Iran has launched miss…
1 year, 5 months ago
Tuesday: China stocks, iron ore prices jump
China’s stock market jumps 8.5% as investors rush in. Japan’s Nikkei falls nearly 5% on concerns the new Prime Minister there is an interest rate haw…
1 year, 5 months ago