Podcast Episodes

Tuesday: RBA expected to hike one more time

The RBA is expected to hike one more time later today, which is helping the Aussie dollar nudge up towards 65 USc in early trade.

In our bonus deep-di…

2 years, 4 months ago

Monday: Soft US jobs cement in Fed pause view

Weaker-than-expected US jobs growth data fueled an extension of rallies in global bonds and stocks. Risk currencies rose strongly.

In our bonus deep-d…

2 years, 4 months ago

Friday: Treasuries rally strongly on soft landing hopes

US 10-year down to 4.62% overnight after Fed Chair Powell makes comments seen as suggesting extended rates pause; BoE holds too; South Korean inflati…

2 years, 4 months ago

Thursday: S&P 500 up as Fed holds as expected

US stocks and bonds strengthened shortly after the US Federal Reserve held its key policy rate as expected and on hopes the US economy is slowing in …

2 years, 4 months ago

Wednesday: Yen at 15-year low of 151.5

The yen slumped to 151.55 overnight after a Bank of Japan tweak to monetary policy yesterday was seen as too timid and not allowing yields to rise qu…

2 years, 4 months ago

Tuesday: Yen rallies on YCC tweak talk

The yen is rallying in early Asian trade after a Nikkei report the Bank of Japan will consider allowing Japanese Government Bond yields to rise over …

2 years, 4 months ago

Monday: Oil and gold up as Israeli troops enter Gaza

Israeli troops advanced into northern Gaza over the weekend, raising fears of a wider conflict in the Middle East. Gold and oil prices rose over key …

2 years, 4 months ago

Friday: US GDP up 4.9% as ECB holds

US GDP grew 4.9% in the Q3, which beat expectations, but core inflation measures were subdued, encouraging bond investors to push yields lower. US st…

2 years, 4 months ago

Thursday: ANZ now sees RBA hiking on Nov 7

Australian inflation was faster than expected in the September quarter, which has prompted ANZ’s economists to forecast a rate hike on Melbourne Cup …

2 years, 5 months ago

Wednesday: Oil slides after weak European data

Oil prices fell a further 2% overnight to well under US$90/bbl after European PMI surveys showed a deeper contraction in activity and the IEA forecas…

2 years, 5 months ago