Podcast Episodes
Back to SearchThursday: Australia hangs on to growth (just)
Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also m…
1 year, 9 months ago
Wednesday: India's election curveball
India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets af…
1 year, 9 months ago
Tuesday: Weak US data thumps yields lower
US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The …
1 year, 9 months ago
Monday: Markets set to celebrate Modi win
India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s fact…
1 year, 9 months ago
Friday: Tax cuts from July 31 may worry RBNZ
Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers ta…
1 year, 9 months ago
Thursday: Fed rate cut bets pushed out
Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fe…
1 year, 9 months ago
Wednesday: Why the RBA might care that Aussies are drinking cheaper booze
US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinki…
1 year, 10 months ago
Tuesday: ECB rate cut bets boosted
ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, afte…
1 year, 10 months ago
Monday: Eyes ahead to US, Australia & European inflation data
Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wed…
1 year, 10 months ago
Friday: Rates seen high for longer after strong US PMIs
Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retai…
1 year, 10 months ago