Podcast Episodes

Wednesday: Firmer US CPI delays Fed cut views

US prices grew faster than expected in January, reducing hopes for a March rate cut by the US Federal Reserve. The strong reading sent stock markets …

2 years, 3 months ago

Tuesday: S&P 500 hits fresh record highs

The S&P 500 has pushed even further above 5,000 ahead of US inflation data tonight. India’s inflation rate decelerated in line with expectations in J…

2 years, 3 months ago

Monday: ANZ Research changes RBNZ call

The S&P 500 starts the week at a fresh record high of just over 5,000 and ANZ Research has changed its call for the RBNZ’s OCR to two more hikes to 6…

2 years, 3 months ago

Friday: China's deflation worsens to GFC levels

Faster-than-forecast deflation in China is raising expectations of more stimulus. The Reserve Bank of India held overnight, but more hawkishly than e…

2 years, 3 months ago

Thursday: Record-high S&P 500 nears 5,000

The S&P 500 rose more than 0.5% to record highs near 5,000 after strong US corporate earnings and rate cut comments from the Fed’s Neel Kashkari.

In o…

2 years, 3 months ago

Wednesday: A$ firmer on still-hawkish RBA

The Aussie and Kiwi dollars are opening a bit stronger after the RBA’s hold decision yesterday was a touch more hawkish than some expected.

In our bon…

2 years, 3 months ago

Tuesday: A new era begins for the RBA

All eyes are on the RBA’s first cash rate decision of 2024 today, which is also its first with a new two-day board meeting that releases new forecast…

2 years, 3 months ago

Monday: Jobs jump throws cat into Fed's pigeons

Much stronger than expected US jobs growth data on Friday night sent US bond yields sharply higher over the weekend.

In our bonus deep dive interview,…

2 years, 3 months ago

Friday: US yields drop despite Fed's caution

Global bond and stock markets are rallying this morning, despite attempts yesterday by Fed chair Jerome Powell to downplay chances of a rate cut in M…

2 years, 3 months ago

Thursday: Australian inflation below forecasts

Global bond yields fell this morning ahead of the Fed’s keenly awaited interest rate decision due as we publish at 6am Sydney/Melbourne time.

In our b…

2 years, 3 months ago