Podcast Episodes
Back to SearchTuesday: 'Trump Trade' unwinds as Harris edges higher
The US dollar and Treasury yields fell overnight as opinion polls pointed to a narrow Kamala Harris victory; In Australia today the RBA is expected t…
1 year, 7 months ago
Monday: All eyes on US elections, then Fed
US jobs growth was much weaker than expected in October, but the Fed is still on track to cut rates 25 basis points later this week. December is not …
1 year, 8 months ago
Friday: UK Budget hits Bank of England cut bets
The Bank of Japan holds rates, but signals more still on the cards; UK rate cut bets retreat after new Government’s first budget, Australian retail s…
1 year, 8 months ago
Thursday: US GDP boosted by consumers
US GDP is boosted by strong consumer spending while European growth beats expectations. Australian inflation falls - but rate cuts still aren’t on th…
1 year, 8 months ago
Wednesday: US GDP in focus
US consumer confidence lifts, ahead of stronger GDP figures expected today, although weaker jobs data shows signs of a cooling labour market; And Aus…
1 year, 8 months ago
Tuesday: Oil slumps as fears of wider conflict ease
Oil prices slump 5.5% on hopes the tit-for-tat strikes between Israel and Iran might not escalate. The yen falls on uncertainty about a new Governmen…
1 year, 8 months ago
Monday: How the 'Trump trade' is driving the USD
Traders are bracing for hits to the yen and the Nikkei after surprising losses for Japan’s ruling party in election results overnight. Japan’s inflat…
1 year, 8 months ago
Friday: US economy keeps outperforming UK & EU
The US labour market remains resilient, while UK and European production is still contracting. South Korea growth disappoints as exports drag, and Ja…
1 year, 8 months ago
Thursday: ECB December rate cut bets rise
US stocks are dragged down by big tech names. European rate cut bets move further towards 50 basis points in December. Canada cuts rates by 50 basis …
1 year, 8 months ago
Wednesday: Australian consumers feeling secure
US Fed officials point to smaller, cautious cuts, Australian consumers look through later rate cuts and to job safety as confidence jumps, and falls …
1 year, 8 months ago