Podcast Episodes

Monday: ANZ Research changes RBNZ call

The S&P 500 starts the week at a fresh record high of just over 5,000 and ANZ Research has changed its call for the RBNZ’s OCR to two more hikes to 6…

2 years, 1 month ago

Friday: China's deflation worsens to GFC levels

Faster-than-forecast deflation in China is raising expectations of more stimulus. The Reserve Bank of India held overnight, but more hawkishly than e…

2 years, 1 month ago

Thursday: Record-high S&P 500 nears 5,000

The S&P 500 rose more than 0.5% to record highs near 5,000 after strong US corporate earnings and rate cut comments from the Fed’s Neel Kashkari.

In o…

2 years, 1 month ago

Wednesday: A$ firmer on still-hawkish RBA

The Aussie and Kiwi dollars are opening a bit stronger after the RBA’s hold decision yesterday was a touch more hawkish than some expected.

In our bon…

2 years, 1 month ago

Tuesday: A new era begins for the RBA

All eyes are on the RBA’s first cash rate decision of 2024 today, which is also its first with a new two-day board meeting that releases new forecast…

2 years, 1 month ago

Monday: Jobs jump throws cat into Fed's pigeons

Much stronger than expected US jobs growth data on Friday night sent US bond yields sharply higher over the weekend.

In our bonus deep dive interview,…

2 years, 1 month ago

Friday: US yields drop despite Fed's caution

Global bond and stock markets are rallying this morning, despite attempts yesterday by Fed chair Jerome Powell to downplay chances of a rate cut in M…

2 years, 1 month ago

Thursday: Australian inflation below forecasts

Global bond yields fell this morning ahead of the Fed’s keenly awaited interest rate decision due as we publish at 6am Sydney/Melbourne time.

In our b…

2 years, 1 month ago

Wednesday: All eyes on Fed for rate cut signs

Global markets are on tenterhooks ahead of the Fed’s decision early tomorrow morning, although market expectations about rate cuts starting in March …

2 years, 1 month ago

Tuesday: India sees 7% growth

India’s Finance Ministry says its economy could grow around 7% in coming years, with the country’s stock exchange rising 1.6% yesterday.

In our bonus …

2 years, 1 month ago