Podcast Episodes

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

Wednesday: All eyes on Fed for rate cut signs

Global markets are on tenterhooks ahead of the Fed’s decision early tomorrow morning, although market expectations about rate cuts starting in March …

2 years, 3 months ago

Tuesday: India sees 7% growth

India’s Finance Ministry says its economy could grow around 7% in coming years, with the country’s stock exchange rising 1.6% yesterday.

In our bonus …

2 years, 3 months ago

Monday: Oil jumps to 8-week high

Oil prices rose sharply over the weekend after more drama in the Red Sea and on signs of strong demand for oil from the US economy.

In part two of our…

2 years, 3 months ago

Thursday: China loosens lending rules

China loosened lending rules overnight by the most in two years, sparking a rally in stocks there. Flash PMIs reinforced hopes for soft landings and …

2 years, 3 months ago

Wednesday: The economics of Australian tax cuts

China stock market has rebounded on a report of a US$278 billion plan to support stock values. In Australia, the Federal Government is reported to be…

2 years, 3 months ago

Tuesday: Inside China's wage deflation

US stocks rose again overnight to set fresh record highs on bolstered hopes for a soft economic landing, while China’s stocks fell 2.4% to near a two…

2 years, 3 months ago

Monday: Why shops in CBDs are struggling

US stocks surged over the weekend to record highs, and markets are looking out this week for three crucial central bank decisions.

In our bonus deep-d…

2 years, 3 months ago

Friday: ANZ sees RBNZ cutting from August

Global markets bedded in a 20 basis point rise in US 2 year Treasury yields overnight after more hawkish signals from the Fed, which kept the US doll…

2 years, 3 months ago

Thursday: Global yields up as ECB pushes back

Global bonds and stocks sold off again this morning after the ECB pushed back against market views of an early rate cut and US retail sales were stro…

2 years, 3 months ago