Podcast Episodes

Wednesday: D-Day for RBNZ's cash rate

Global markets are wary as another Fed President sees “no rush” to cut rates. Japan’s inflation data is surprisingly warm. AI chip demand drives surp…

2 years, 2 months ago

Tuesday: Traders eye critical US inflation print

Global stocks are treading water as traders turn their attention to critical US inflation data later this week.

In our bonus deep dive interview, ANZ …

2 years, 2 months ago

Monday: Focus on possible RBNZ rate hike

Global stocks are paused on their global highs. Markets are turning their focus to a potential hike in the RBNZ’s cash rate and Australian inflation …

2 years, 2 months ago

Friday: Nvidia powers stocks to new highs

Global stocks surging to record highs after Nvidia’s very strong results. US yields and US$ rise after FOMC minutes and speakers are cautious about a…

2 years, 2 months ago

Thursday: Australian wages rising faster than prices -- just

Australian wages rose faster than prices for the first time in three years. Chinese stocks jump after new selling bans were imposed. A Fed President …

2 years, 2 months ago

Wednesday: Lukewarm response to China rate cut

China cut a key interest rate to support a sagging property market, although markets reacted mildly as traders await comments from three Fed speakers…

2 years, 2 months ago

Tuesday: China opens soft after Lunar New Year

China stocks underwhelmed as markets opened after the Lunar New Year. The US dollar is expected to be strong through the first quarter. ANZ Research …

2 years, 2 months ago

Monday: RBNZ's Orr on inflation's tough last mile

China’s consumers travelled and spent more during the just-completed Lunar New Year holidays than in 2019. The RBA will watch this week’s Australian …

2 years, 2 months ago

Friday: Markets shrug off weaker Aussie jobs

Markets shrugged off weaker Australian jobs figures. UK and Japan GDP fell. US retail sales were weak. NZ migration was at record highs in 2023, whic…

2 years, 2 months ago

Thursday: Markets up as US CPI digested

US markets bounced overnight after traders took stock of stronger-than-expected inflation, and as a Fed President said higher monthly inflation was s…

2 years, 2 months ago