Podcast Episodes
Back to SearchMonday: When a demographic dividend fades
US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is risi…
2 years ago
Friday: Markets eye June cuts from Fed & ECB
US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-far…
2 years ago
Thursday: US Fed to cut rates this year
Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over…
2 years ago
Wednesday: China targets 5% growth again
China is targeting 5% GDP growth again, but debate is intense on how it’ll get there. Gold and bitcoin hit record highs. Australian exports are helpi…
2 years ago
Tuesday: Gold near record high on rate cut bets
Global stock and bond markets are mostly steady ahead of Fed testimony and non-farm payrolls data later this week. Gold lurched up to near record hig…
2 years ago
Monday: Eyes ahead to ECB, Bank of Canada
Interest rate markets are poised for interest rate decisions in Europe and Canada this week. US stocks hit fresh record highs, as did gold after more…
2 years ago
Friday: Inside India's surging demand for copper
US inflation data met forecasts and markets still see the Fed cutting later this year. India’s GDP growth data overnight was much stronger than expec…
2 years ago
Thursday: Central bank buying bolster gold
The Kiwi dollar falls 1.3% after the RBNZ pivots away from rate hike talk. The Aussie dollar is down 0.75% after softer-than-expected inflation data.…
2 years ago
Wednesday: D-Day for RBNZ's cash rate
Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surp…
2 years, 1 month ago
Tuesday: Traders eye critical US inflation print
Global stocks are treading water as traders turn their attention to critical US inflation data later this week.
In our bonus deep dive interview, ANZ …
2 years, 1 month ago