Podcast Episodes
Back to SearchTuesday: Hopes firm Fed can cut in Sept
Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and…
1 year, 10 months ago
Monday: Eyes on US PCE for Fed clues
Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data …
1 year, 10 months ago
Friday: Surprise Swiss National Bank rate cut
The Swiss National Bank surprises with a rate cut. The Bank of England holds as expected, and New Zealand exits recession…just.
In our bonus deep dive…
1 year, 10 months ago
Thursday: UK services inflation sticks
UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the Bank of England tonight. Indonesia’s central bank is se…
1 year, 10 months ago
Wednesday: Hawkish RBA discussed hike
The RBA turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two Fed rate cut…
1 year, 10 months ago
Tuesday: RBA commentary in focus
Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says abo…
1 year, 10 months ago
Monday: Soft US data reassures Fed watchers
Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a Fed rate cut in Q3. Partial inflatio…
1 year, 10 months ago
Friday: Australia's jobs market loosens
Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer la…
1 year, 11 months ago
Thursday: Fed holds with higher dot plot
The Fed has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Trea…
1 year, 11 months ago
Wednesday: Stocks weaker ahead of Fed
US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gl…
1 year, 11 months ago