Podcast Episodes
Back to SearchWednesday: Inside a herd of FX forecasters
Markets are mixed ahead of key US inflation data and Easter holidays for many. US consumers feel more confident. Australian renters are much less con…
2 years, 1 month ago
Tuesday: Emerging Asia rides AI chips boom
Markets are unsettled this morning, with oil and gold up solidly on geo-political concerns in the Middle East and Eastern Europe. There’s more Fed-sp…
2 years, 1 month ago
Monday: RBA still on track for November cut
The US$ starts the week strong vs the A$, NZ$ and yen after a dovish BoJ hike and markets seeing fewer Fed rate cuts this year. Market attention is o…
2 years, 1 month ago
Friday: Surprisingly, Taiwan hikes and SNB cuts
Taiwan’s central bank hikes unexpectedly, while the Swiss National Bank surprises with the first rate cut of the majors. The Bank of England holds. S…
2 years, 1 month ago
Thursday: Fed holds, but sees one less cut in 2025
The Fed has just held its Fed Funds Rate as expected, but has raised dot plot track by around 25 basis points in 2025. British inflation slowed in Fe…
2 years, 1 month ago
Wednesday: BoJ hikes and RBA turns dovish
The Bank of Japan has scrapped negative interest rates, hiking for the first time in 17 years. The Yen fell. US Treasury yields also fell ahead of th…
2 years, 1 month ago
Tuesday: Traders reduce bets Fed will cut in June
US Treasury yields and the dollar rose overnight as traders pared back expectations of the Fed’s rate cuts. Japan’s Nikkei closed up over 2.5% on exp…
2 years, 1 month ago
Monday: Eyes on Bank of Japan for historic move
The Bank of Japan, the Reserve Bank of Australia, the US Federal Reserve and the Bank of England are all scheduled to make rates decisions this week.…
2 years, 1 month ago
Friday: US PPI inflation hotter than forecast
US producer price inflation data was hotter than expected. US bond yields are up, as is the US dollar. US stocks are down. House prices in New Zealan…
2 years, 2 months ago
Thursday: Oil jumps after Russian refinery explosions
Oil prices surge after Ukrainian attacks on Russian refineries. US stocks dip ahead of key retail sales data. The Bank of Japan is set to hike to 0.0…
2 years, 2 months ago