Podcast Episodes
Back to SearchWednesday: PMIs support rate cut hopes
Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to…
1 year, 11 months ago
Tuesday: Stocks up, but oil & gold fall on easing tensions
Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong…
1 year, 11 months ago
Monday: Markets watching bond yields & USD closest
Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against…
1 year, 11 months ago
Friday: Firm US factory data lifts yields & USD
US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI coul…
1 year, 11 months ago
Thursday: UK and NZ inflation concerns
Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the ECB looks…
1 year, 11 months ago
Wednesday: Rampant US$ triggers intervention
A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectatio…
1 year, 11 months ago
Tuesday: Bond yields jump on strong US retail sales
US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Ye…
1 year, 11 months ago
Monday: All eyes on Middle East conflicts
Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the w…
1 year, 11 months ago
Friday: ECB on track to cut before Fed
The ECB held its policy rate overnight and remains on track to cut in June - before the Fed. China inflation data weaker than expected. Singapore’s G…
1 year, 11 months ago
Thursday: Strong CPI hits US rate cut hopes
A strong US CPI has pushed back expectations for a fully-priced rate cut by the Fed from July to November. US Treasury yields are up 20 basis points …
1 year, 11 months ago