Podcast Episodes
Back to SearchMonday: US & Japanese intervention boosts yen
Intervention from the Fed and Japanese authorities drags the yen up off 40 year lows, just as the Bank of Japan suggests it may hike again in October…
1 month, 3 weeks ago
Friday: US inflation softer than forecast
US inflation in June is softer than forecast, further reducing expectations of a Fed hike in September. But US long bond yields hit new 19-year highs…
1 month, 4 weeks ago
Thursday: Fed holds rates, but with a split vote
The Fed holds rates, but three dissenters still wanted a hike. Markets now look to key US inflation data tonight. And Australia’s core inflation is l…
1 month, 4 weeks ago
Wednesday: Markets eye live FOMC vote
Stocks rise and bond yields fall ahead of the Fed’s rate decision. Australian inflation data today will be watched for hints of another rate hike. An…
1 month, 4 weeks ago
Tuesday: US$ set to rise if Fed hikes this week
Oil falls 6% as a fragile truce holds. The US dollar is set to surge if the Fed hikes this week, as a minority expect. The RBA is on alert for persis…
2 months ago
Friday: Oil over US$100 as Red Sea shuts too
Brent crude jumps over US$100 as the Iran conflict blocks both the Persian Gulf and the Red Sea. The European Central Bank holds, but hawkishly. And …
2 months ago
Monday: Oil set to fall as Iran conflict pauses
Oil prices are set to fall sharply in Asian trade this morning after the US and Iran paused their conflict in the Middle East. But market expectation…
2 months ago
Thursday: Oil price rise spurs inflation worries
Oil rises another 3% on Middle East conflict worries. Indonesia unveils measures to support its currency. And the Reserve Bank of Australia (RBA) stu…
2 months ago
Wednesday: Inflation concerns lift US yields
US borrowing costs rise as higher oil prices and tariffs fire up inflation fears again. The UK has a new Chancellor. New Zealand’s inflation surges a…
2 months ago
Tuesday: Oil hits US$91/b after tankers attacked
Oil prices rise as high as US$91/barrel overnight after Iran blows up two tankers and the Houthis blockade Saudi oil shipments via the Red Sea. The U…
2 months, 1 week ago