Podcast Episodes
Back to SearchTuesday: USD drops on reports of tariff delays
The Aussie and Kiwi dollars are up 1% this morning as reports on President Trump’s inauguration day indicate tariffs won’t be enforced on day one of …
1 year, 8 months ago
Monday: USD strong as Trump 2.0 begins
All eyes are on the second inauguration of Donald Trump and what he says about tariffs and migration. The US dollar is firm and may rise even more. C…
1 year, 8 months ago
Friday: Australian jobs growth beats forecasts
Global markets are stable after solid US retail sales data. Strong Australian employment growth keeps the spotlight on the RBA ahead of next month’s …
1 year, 8 months ago
Thursday: Markets celebrate low US inflation
US inflation data was cooler than forecast overnight, unleashing a rally on bond and stock markets on relief the Fed might be able to cut again after…
1 year, 8 months ago
Wednesday: What new sanctions mean for oil prices
New sanctions on Russia’s oil exports are driving prices, for now. India’s rupee hits a record low. Australian consumer confidence is holding up over…
1 year, 8 months ago
Tuesday: US rate cut hopes fade
US Treasury yields continue to rise and stocks fall as hopes of multiple Fed rate cuts fade. A strong US dollar sees the Yuan slide towards 16-year l…
1 year, 8 months ago
Monday: AUD starts 2025 near 5-year low
ANZ Research has pulled forward its forecast for Australia’s first rate cut to February from May after soft inflation data. But US rates expectations…
1 year, 8 months ago
Wednesday: Markets set for Fed, BoJ rates moves
Global markets are mixed ahead of big US and Japanese rate decisions later this week. US retail sales are solid. New Zealand’s Government announces a…
1 year, 9 months ago
Tuesday: 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, 9 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, 9 months ago