Podcast Episodes
Back to SearchTuesday: NZ Govt borrowing forecast to rise
PMI results show the US economy is resilient, supporting only three Fed cuts in 2025. China’s retail sales disappoint again. NZ’s Government is expec…
1 year, 6 months ago
Monday: Markets brace for Fed & BoJ decisions
Global markets are bracing for Fed rate cut on Thursday and a possible Bank of Japan hike on Friday. New Zealand’s economy is expected to report a tr…
1 year, 6 months ago
Friday: ECB set to cut 150 bps more in 2025
The ECB cuts 25 bps as expected, but the Swiss National Bank surprises with 50 bps cut. US headline PPI inflation is hotter than expected, but core i…
1 year, 6 months ago
Thursday: Fed rate cut seen locked in after CPI
US inflation met forecasts. Markets now see a Fed rate cut next week as a sure thing. Japanese producer price inflation pressure builds for BoJ. Soft…
1 year, 6 months ago
Wednesday: RBA holds, but now less worried about inflation
Global markets are mixed ahead of key US inflation data. The RBA holds, but is more comfortable on inflation, which saw the Aussie and Kiwi dollars d…
1 year, 6 months ago
Tuesday: AUD and NZD rise on China stimulus talk
Oil prices rise 2% as Syria’s President flees the country, and as more stimulus is expected in China following a surprise politburo statement. The Au…
1 year, 6 months ago
Monday: China may downgrade its GDP forecast this week
Markets have yet to open after the lightening-fast overthrow of Bashar al-Assad’s regime in Syria over the weekend, which may further destabilise the…
1 year, 6 months ago
Friday: All eyes ahead to US jobs and Fed
Bitcoin holds above US$100,000, while stocks and bonds are mixed ahead of US jobs data. The euro holds up well despite the collapse of France’s gover…
1 year, 6 months ago
Thursday: Lifting of martial law helps South Korean won
South Korea’s financial markets stabilise after the lifting of martial law, but the won remains vulnerable to political instability and a national st…
1 year, 6 months ago
Wednesday: South Korean President declares martial law
South Korea’s President declares martial law, accusing opposition parties of plotting with North Korea. The Korean won slumps. Elsewhere, Australian …
1 year, 7 months ago