Podcast Episodes
Back to SearchWednesday: BoJ hikes and RBA turns dovish
The Bank of Japan has scrapped negative interest rates, hiking for the first time in 17 years. The Yen fell. US Treasury yields also fell ahead of th…
2 years, 3 months ago
Tuesday: Traders reduce bets Fed will cut in June
US Treasury yields and the dollar rose overnight as traders pared back expectations of the Fed’s rate cuts. Japan’s Nikkei closed up over 2.5% on exp…
2 years, 3 months ago
Monday: Eyes on Bank of Japan for historic move
The Bank of Japan, the Reserve Bank of Australia, the US Federal Reserve and the Bank of England are all scheduled to make rates decisions this week.…
2 years, 3 months ago
Friday: US PPI inflation hotter than forecast
US producer price inflation data was hotter than expected. US bond yields are up, as is the US dollar. US stocks are down. House prices in New Zealan…
2 years, 3 months ago
Thursday: Oil jumps after Russian refinery explosions
Oil prices surge after Ukrainian attacks on Russian refineries. US stocks dip ahead of key retail sales data. The Bank of Japan is set to hike to 0.0…
2 years, 3 months ago
Wednesday: US core CPI higher-than-expected
US core inflation was stronger than expected in February. Bond yields rose, but stock markets shrugged it off. India’s CPI was held up by food prices…
2 years, 3 months ago
Tuesday: Just how sticky is US inflation?
Markets are in a holding pattern as traders wait to see how sticky US inflation was in February. Japan’s recession was revised away. The Bank of Japa…
2 years, 3 months ago
Monday: When a demographic dividend fades
US non-farm payrolls were mixed, allowing markets to keep betting the Fed will start cutting in June. The ECB may cut before the Fed. The yen is risi…
2 years, 3 months ago
Friday: Markets eye June cuts from Fed & ECB
US stocks and gold surge to fresh record highs. The ECB is set to cut rates in June. China’s exports beat expectations and all eyes are on US non-far…
2 years, 3 months ago
Thursday: US Fed to cut rates this year
Jerome Powell say the Fed can cut rates this year, sending stocks up and Treasury yields down. Australian growth may be bottoming out. Gold rose over…
2 years, 3 months ago