Podcast Episodes
Back to SearchMonday: Oil falling as Saudis hike output
Oil prices are set to fall again with Saudi Arabia expected to force through a deal to increase output later today. Australia’s election result sugge…
1 year, 5 months ago
Friday: Yen falls after BoJ delays hike view
US stocks jump on tech earnings, but a new US manufacturing survey points to rising chances of a US recession. The Bank of Japan holds dovishly, whic…
1 year, 5 months ago
Thursday: Oil drops 3.4% as US GDP falls
US GDP falls for the first time since 2022. US stocks slide 0.5% and oil prices fall 3.4%. Lower core inflation in Australia lends support to the RBA…
1 year, 5 months ago
Wednesday: US confidence slumps again
US stocks firm, but oil prices slide after another slump in US consumer confidence drove growth views and Treasury yields lower. Australian consumer …
1 year, 5 months ago
Tuesday: Chances of China-US deal remote
US stocks and the US dollar are down again on nerves about tech earnings. China exempts some US imports from tariffs, but a wider deal is unlikely. A…
1 year, 5 months ago
Monday: Signs trade war is easing
Signs the sharp edges are coming off the global trade war have lifted US stocks and the US dollar, which means the Aussie and Kiwi dollars start lowe…
1 year, 5 months ago
Thursday: Trump backs off on China & Fed
US stocks and the US dollar rallied overnight on hopes Donald Trump will cut tariffs on China, and after he said he doesn’t want to fire the Fed’s ch…
1 year, 5 months ago
Wednesday: Bessent sees China 'de-escalation'
US stocks rally as the US Treasury Secretary says the US-China trade conflict is unsustainable and is likely to ‘de-escalate’ soon. But surveys show …
1 year, 5 months ago
Tuesday: Trump threatens Fed independence
The ‘Sell America’ trade is back with a vengeance this morning after Donald Trump threatened the Fed’s independence again. The ECB cuts rates, with f…
1 year, 5 months ago
Thursday: US & China forecasts downgraded
Global stocks slump again after Donald Trump restricts Nvidia chip exports to China. Safe-haven buying blasts Gold to US$3,349/oz. ANZ Research cuts …
1 year, 5 months ago