Podcast Episodes
Back to SearchWednesday: 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, 6 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, 7 months ago
Monday: 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, 7 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, 7 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, 7 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, 7 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, 7 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, 7 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, 7 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, 7 months ago