Podcast Episodes
Back to SearchFriday: US dollar near two-year high
US producer price inflation rises a bit, but a rate cut remains on the table. The US dollar nears a two-year high on the ‘'Trump Trade’. Australia’s …
1 year, 10 months ago
Thursday: US December rate cut bets jump
Bets firm for a December rate cut by the Fed as US disinflation continues. Australian wage growth is lower than expected, but that might not move the…
1 year, 10 months ago
Wednesday: Australian confidence up
US stocks take a breather, while Treasury yields and Bitcoin continue to surge following the US election. Australian consumers and businesses are the…
1 year, 10 months ago
Tuesday: Bitcoin surges on Trump trade
The Trump trade surge continues: Bitcoin hits a new record high and the US dollar bounced another half-percent overnight. Expectations for another Fe…
1 year, 10 months ago
Monday: Fed cuts, but cautious on more
The Fed cuts by 25 basis points as expected, with one more expected next month. The Fed is being cautious as the US economy lands softly. China’s EV …
1 year, 10 months ago
Friday: China exports jump ahead of tariffs
US stocks rise again with hopes a dominant Trump Presidency will be good for growth and profits, but Treasury yields fell ahead of the Fed’s decision…
1 year, 10 months ago
Thursday: Trump trade fires up
US stocks surge more than 2% to fresh record highs as stock investors celebrate Donald Trump’s re-election. But bond holders aren’t so sure. US Treas…
1 year, 11 months ago
Wednesday: Election day in the USA
US stocks and Treasury yields are up on election day as data suggests whoever wins is going to inherit a growing US economy. Meanwhile, the RBA holds…
1 year, 11 months ago
Tuesday: '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, 11 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, 11 months ago