Podcast Episodes
Back to SearchFriday: CPI fall thumps Treasury yields & US$ lower
US inflation was much softer than expected overnight, which shunted down Treasury yields and the US dollar. Rates were held in Korea, but with a dovi…
2 years, 2 months ago
Thursday: NZD tumbles on RBNZ 'pivot'
Ahead of US June CPI data tonight, market bets are firm for a September cut by the Fed; The New Zealand dollar tumbles as markets see the Reserve Ban…
2 years, 2 months ago
Wednesday: Powell cites inflation progress, but wants more
US markets stick with September rate cut bets after the Fed Chair delivers ‘something for everyone’ in Senate appearance; Australian consumers are mo…
2 years, 2 months ago
Tuesday: Markets wait on Powell, US CPI
Global markets are treading water this morning ahead of Congressional testimonies from Fed Chair Jay Powell and US CPI numbers. Meanwhile in Australi…
2 years, 2 months ago
Monday: Expectations growing that Fed can cut in Sept
Global stocks begin the week at record highs after soft US jobs data boosted hopes the Fed will cut in September. European markets are on tenterhooks…
2 years, 2 months ago
Friday: Pound & euro firm ahead of election results
European markets firm ahead of election results. Markets are quiet on Independence Day holiday ahead of key US non-farm payrolls jobs figures tonight…
2 years, 3 months ago
Thursday: Soft US data supports rate cut bets
Expectations the Fed will cut in September firm after softer US jobs and services data; Australia’s retail sales and building approvals are surprisin…
2 years, 3 months ago
Wednesday: Powell cites inflation progress
Fed Chair Jerome Powell supports rate cut bets by citing progress on inflation and jobs, although stronger jobs data tempers the market reaction. The…
2 years, 3 months ago
Tuesday: US Treasury yields jump on Trump
US Treasury yields jump on growing expectations Donald Trump will win the US Presidency and run looser fiscal policy. European stocks rise after a sm…
2 years, 3 months ago
Monday: PCE bolsters Sept rate cut hope
US PCE inflation data on Friday has boosted bets the Fed can cut in September. Markets will focus on US jobs data this week. Today’s Tankan survey wi…
2 years, 3 months ago