Podcast Episodes
Back to SearchThursday: Markets eye Fed cut in July after higher jobs data
US jobs growth is higher than expected in January, pushing market expectations towards a July cut by the Fed. ANZ Research lowers its Australian grow…
1 month, 2 weeks ago
Wednesday: US retail sales stall
US retail sales stall, suggesting a Fed rate cut is needed. Australian consumers take a hit after the RBA hikes rates, as businesses report easing pr…
1 month, 2 weeks ago
Tuesday: Gold & silver surge, while US$ sags
Gold and silver rise and the US dollar falls again, with yen traders on high alert for intervention. Australian household spending falls in December,…
1 month, 2 weeks ago
Monday: Takaichi wins mandate for tax cuts
Japan’s ruling party wins big in a snap election, clearing the way for tax cuts that may drive up bond yields and drag on the yen. ANZ Research sees …
1 month, 2 weeks ago
Friday: Gold, silver, oil & bitcoin slide again
Commodities and bitcoin slide as US job losses rise to a 17-year high. The European Central Bank holds rates, as does the Bank of of England, but onl…
1 month, 2 weeks ago
Thursday: NZ employment rises
US hiring is weak in January, raising questions of whether a Fed rate cut in March could be on the cards; New Zealand’s unemployment rate rises, but …
1 month, 3 weeks ago
Wednesday: The RBA hikes
The Reserve Bank of Australia hikes the cash rate and its inflation forecasts, so the Australian dollar rises in response. New Zealand jobs data toda…
1 month, 3 weeks ago
Tuesday: Oil falls 5% as Mideast tensions ease
Oil falls 5% as tensions ease in the Middle East, and gold falls again, although by much less than in previous days. Silver bounces. The Reserve Bank…
1 month, 3 weeks ago
Monday: US$ firms while gold & silver slump after Warsh nomination
Donald Trump nominates Kevin Warsh to be Fed Chair, reassuring some who feared a less conventional chair would devalue the US dollar. The world’s res…
1 month, 3 weeks ago
Friday: Fed holds & copper surges to new highs
The Fed holds with a mildly hawkish tone, but is still expected to cut again. Copper jumps 11% to a record-high. Singapore holds policy but a tighten…
1 month, 3 weeks ago