Podcast Episodes
Back to SearchMonday: Markets set to celebrate Modi win
India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s fact…
2 years, 1 month ago
Friday: Tax cuts from July 31 may worry RBNZ
Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers ta…
2 years, 1 month ago
Thursday: Fed rate cut bets pushed out
Fed rate cut bets are pushed out ahead of US economic and price data. Australian inflation was stronger-than expected in April, while construction fe…
2 years, 1 month ago
Wednesday: Why the RBA might care that Aussies are drinking cheaper booze
US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinki…
2 years, 1 month ago
Tuesday: ECB rate cut bets boosted
ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, afte…
2 years, 1 month ago
Monday: Eyes ahead to US, Australia & European inflation data
Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wed…
2 years, 1 month ago
Friday: Rates seen high for longer after strong US PMIs
Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retai…
2 years, 1 month ago
Thursday: RBNZ turns hawkish; BoE might too
Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and …
2 years, 1 month ago
Wednesday: Hurdle for RBA hikes is lifted
Global markets are flat ahead of Fed minutes. The RBA board discussed a rate hike more than was thought. Aussie renters feel more confident after the…
2 years, 1 month ago
Tuesday: Yields still too low to unleash China's home buyers
US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need…
2 years, 1 month ago