Podcast Episodes
Back to SearchFriday: Eyes ahead to 200k US jobs growth
All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both si…
2 years, 3 months ago
Thursday: Powell says 'wait and see'
US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rat…
2 years, 3 months ago
Wednesday: Stocks fall on rate cut caution
Global stock markets weakened overnight on further evidence that interest rates might stay higher for longer. Oil hit its highest price since October…
2 years, 3 months ago
Tuesday: US rate cut bets retreat
Treasury yields are jumping as strong US manufacturing data increases doubt about a rate cut by the Fed in June. That broke a surge in the Gold price…
2 years, 3 months ago
Thursday: Australian inflation shakes off Taylor Swift
Markets are on yen intervention alert. Australian inflation data was softer than expected. China’s industrial profits beat expectations. And New Zeal…
2 years, 3 months ago
Wednesday: 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, 3 months 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, 3 months 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, 3 months 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, 3 months 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, 3 months ago