Podcast Episodes
Back to SearchTuesday: RBA commentary in focus
Markets were mixed overnight, with equities, US Treasury yields and the oil price all rising. The RBA is expected to hold today, but what it says abo…
2 years ago
Monday: Soft US data reassures Fed watchers
Global stocks and bonds begin the week on the front foot after more soft US economic data reinforced hopes for a Fed rate cut in Q3. Partial inflatio…
2 years ago
Friday: Australia's jobs market loosens
Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer la…
2 years ago
Thursday: Fed holds with higher dot plot
The Fed has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Trea…
2 years ago
Wednesday: Stocks weaker ahead of Fed
US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gl…
2 years ago
Tuesday: Eyes ahead to FOMC and CPI
European stocks fall after French President Emmanuel Macron’s surprise decision to call Parliamentary elections he is forecast to lose. We preview th…
2 years ago
Friday: ECB cuts, but reluctantly
The ECB cuts rates overnight as expected, but reluctantly. Australian housing lending jumps in April as rental property investors build up a head of …
2 years ago
Thursday: Australia hangs on to growth (just)
Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also m…
2 years ago
Wednesday: India's election curveball
India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets af…
2 years, 1 month ago
Tuesday: Weak US data thumps yields lower
US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The …
2 years, 1 month ago