Podcast Episodes
Back to SearchFriday: ECB cuts; Fed bets pulled back
The European Central Bank cuts by 25 basis points as inflation falls below target; US rate cut bets are pulled back following stronger retail sales; …
1 year, 11 months ago
Thursday: Weaker NZ inflation spurs cut talk
New Zealand’s inflation falls more than expected, with markets now wondering if a 75 basis point cut in November is on the cards; UK inflation was al…
1 year, 11 months ago
Wednesday: Weaker UK jobs market paves way for BoE cut
A weakening UK jobs market points to a November Bank of England cut; Concern over China stimulus grows; FOMC members talk of 25bps cuts by the Fed; N…
1 year, 11 months ago
Tuesday: China bond investors wary
Chinese stocks rise after more stimulus was promised over the weekend, but bond investors remain wary. Singapore holds policy but turns dovish, even …
1 year, 11 months ago
Monday: China stimulus briefing disappoints
Solid US producer prices add to signals the Fed will be cautious in November; South Korea cuts rates, but now looks to pause; And Chinese inflation i…
1 year, 11 months ago
Friday: Stronger US inflation supports smaller rate cut bets
US inflation outpaces expectations, supporting bets for a 25 basis point cut by the Fed in November; Japan’s producer prices are stronger than expect…
1 year, 11 months ago
Thursday: RBNZ cuts by 50bps
The Reserve Bank of New Zealand cuts by 50 basis points and markets price another outsized move in November; Attention turns to US inflation data aft…
1 year, 11 months ago
Wednesday: RBA tones down hawkishness
Oil fell back 5% overnight on fears about China’s growth outlook. The RBA tones down the hawkishness in its September board minutes. All eyes are on …
1 year, 11 months ago
Tuesday: US 50bps rate cut bets evaporate
Oil is up another 3% on fears of escalating Middle East conflict; Friday’s bumper US jobs report has seen bets for a 50 basis point cut by the Fed in…
1 year, 11 months ago
Monday: Strong US jobs growth boosts USD
US jobs growth was much stronger than expected, which lifted US Treasury yields 12-20 bps and shunted the US dollar 0.5% higher. Economists also now …
2 years ago