Podcast Episodes
Back to SearchWednesday: US yields fall on CPI hopes
Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower tha…
1 year, 11 months ago
Tuesday: Traders reduce Fed cut bets
US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds…
1 year, 11 months ago
Monday: Markets eye rate cuts by ECB, Fed
Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track fo…
1 year, 11 months ago
Friday: Eyes ahead to 200k US jobs growth
All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both si…
1 year, 11 months ago
Thursday: Powell says 'wait and see'
US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rat…
1 year, 11 months ago
Wednesday: Stocks fall on rate cut caution
Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October…
1 year, 11 months ago
Tuesday: US rate cut bets retreat
Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price…
1 year, 11 months ago
Thursday: Australian inflation shakes off Taylor Swift
Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zeal…
2 years ago
Wednesday: Inside a herd of FX forecasters
Markets are mixed ahead of key US inflation data and Easter holidays for many. US consumers feel more confident. Australian renters are much less con…
2 years ago
Tuesday: Emerging Asia rides AI chips boom
Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more Fed-sp…
2 years ago