Podcast Episodes
Back to SearchTuesday: 5 Things to watch for in 2024
In our special 101st episode edition, we pick out the five big themes for 2024.
Before accessing this podcast, please read the disclaimer at https://w…
2 years, 3 months ago
Monday: 5 Things that defined 2023
In our special 100th episode edition, we pick out the five big themes for 2023.
Before accessing this podcast, please read the disclaimer at https://w…
2 years, 3 months ago
Friday: Bond yields slump after Fed pivots to rate cuts next year
Market interest rates are sharply lower this morning and stocks are rallying after the Fed pivoted to projecting interest rate cuts next year.
In part…
2 years, 3 months ago
Thursday: Bracket creep helps Australia's Budget
Global markets are in animated suspension this morning ahead of the Fed’s decision at 6am Sydney/Melbourne time. Australia’s budget is healthier afte…
2 years, 3 months ago
Wednesday: Australia's diverging consumer and business confidence
US inflation data met forecasts overnight. Now the focus shifts to how hard the Fed will push back tomorrow morning at market expectations of early a…
2 years, 3 months ago
Tuesday: All eyes on the Fed and the BoJ
Markets are on tenterhooks ahead of US CPI data tonight and the FOMC decision on Thursday morning, although the yen is falling as expectations of a B…
2 years, 3 months ago
Monday: Inside Australia's amazing housing market
America’s economy is still generating solid jobs growth while on track for a soft landing, but China’s has slowed so much it’s producing deflation.
B…
2 years, 3 months ago
Friday: Bank of Japan hike talk jolts yen higher
Comments from Japanese officials suggesting a rate hike jolted the yen and Japanese bond yields sharply higher overnight. Global markets are now focu…
2 years, 3 months ago
Thursday: Soft Australia GDP solidifies RBA hold
Soft Australian GDP figures have increased the chances that 4.35% will stay as the peak for the RBA’s cash rate. Oil prices slumped below US470/bbl o…
2 years, 3 months ago
Wednesday: RBA set for long hold in 2024
More US soft landing signs dragged US Treasury yields lower overnight, but the Aussie and Kiwi dollars are weaker after a credit rating warning for C…
2 years, 3 months ago