Podcast Episodes

Tuesday: US Treasury yields jump on Trump

US Treasury yields jump on growing expectations Donald Trump will win the US Presidency and run looser fiscal policy. European stocks rise after a sm…

2 years ago

Monday: PCE bolsters Sept rate cut hope

US PCE inflation data on Friday has boosted bets the Fed can cut in September. Markets will focus on US jobs data this week. Today’s Tankan survey wi…

2 years ago

Friday: US rate cut bets rise ahead of PCE

Soft US data has lifted bets for Fed rate cuts this year ahead of May’s PCE inflation print today. There’s good news on inflation pressures in New Ze…

2 years ago

Thursday: High CPI worsens RBA headache

There’s a headache for the RBA after Australia’s CPI indicator rose more than expected in May. And the Yen weakened overnight through 160 to the US d…

2 years ago

Wednesday: RBA hike talk shrugged off

US consumer confidence dips, but the US dollar rises as a Fed Governor says she’s not ruling out rate hikes. Australia’s inflation rate is set to tic…

2 years ago

Tuesday: Hopes firm Fed can cut in Sept

Expectations firm for a September rate cut by the Fed. The Yen holds steady after fresh jaw-boning. A strong Singapore dollar contains inflation, and…

2 years ago

Monday: Eyes on US PCE for Fed clues

Markets start the week off the back of concerns on Friday that the US Fed might delay rate cuts after June’s stronger PMI - all eyes are on PCE data …

2 years ago

Friday: Surprise Swiss National Bank rate cut

The Swiss National Bank surprises with a rate cut. The Bank of England holds as expected, and New Zealand exits recession…just.

In our bonus deep dive…

2 years ago

Thursday: UK services inflation sticks

UK CPI inflation hits 2%, but services inflation remains stubbornly high. All eyes are on the Bank of England tonight. Indonesia’s central bank is se…

2 years ago

Wednesday: Hawkish RBA discussed hike

The RBA turns more hawkish, saying it considered a rate hike but not a cut when it met yesterday; Weak US retail sales give hope for two Fed rate cut…

2 years ago