Podcast Episodes
Back to SearchFriday: ECB on track to cut before Fed
The ECB held its policy rate overnight and remains on track to cut in June - before the Fed. China inflation data weaker than expected. Singapore’s G…
2 years, 1 month ago
Thursday: Strong CPI hits US rate cut hopes
A strong US CPI has pushed back expectations for a fully-priced rate cut by the Fed from July to November. US Treasury yields are up 20 basis points …
2 years, 1 month ago
Wednesday: US yields fall on CPI hopes
Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower tha…
2 years, 1 month ago
Tuesday: Traders reduce Fed cut bets
US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds…
2 years, 1 month ago
Monday: Markets eye rate cuts by ECB, Fed
Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track fo…
2 years, 1 month ago
Friday: Eyes ahead to 200k US jobs growth
All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both si…
2 years, 1 month ago
Thursday: Powell says 'wait and see'
US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rat…
2 years, 1 month ago
Wednesday: Stocks fall on rate cut caution
Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October…
2 years, 1 month ago
Tuesday: US rate cut bets retreat
Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price…
2 years, 1 month ago
Thursday: Australian inflation shakes off Taylor Swift
Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zeal…
2 years, 1 month ago