Podcast Episodes
Back to SearchMonday: Stuck between rates heaven & hell
The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by th…
2 years ago
Friday: Rates seen high for even longer
US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s r…
2 years ago
Wednesday: PMIs support rate cut hopes
Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to…
2 years ago
Tuesday: Stocks up, but oil & gold fall on easing tensions
Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong…
2 years ago
Monday: Markets watching bond yields & USD closest
Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against…
2 years ago
Friday: Firm US factory data lifts yields & USD
US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI coul…
2 years ago
Thursday: UK and NZ inflation concerns
Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the ECB looks…
2 years ago
Wednesday: Rampant US$ triggers intervention
A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectatio…
2 years ago
Tuesday: Bond yields jump on strong US retail sales
US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Ye…
2 years ago
Monday: All eyes on Middle East conflicts
Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the w…
2 years, 1 month ago