Podcast Episodes
Back to SearchTuesday: China surprises by holding rate
The People’s Bank of China left a key interest rate on hold, surprising markets expecting a cut after more signs China’s economy is deflating.
In part…
2 years, 3 months ago
Monday: Oil and shipping inflation surges
Oil prices surged through US$80/barrel over the weekend after US and UK air strikes against Houthi facilities in Yemen raised fears a wider war in th…
2 years, 3 months ago
Wednesday: Our final edition for 2023
In our special last episode for 2023, I talked with ANZ Group Chief Economist Richard Yetsenga about the themes for 2023 and 2024 in global markets a…
2 years, 4 months ago
Tuesday: 5 Things to watch for in 2024
In our special 101st episode edition, we pick out the five big themes for 2024.
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2 years, 4 months ago
Monday: 5 Things that defined 2023
In our special 100th episode edition, we pick out the five big themes for 2023.
Before accessing this podcast, please read the disclaimer at https://w…
2 years, 4 months ago
Friday: Bond yields slump after Fed pivots to rate cuts next year
Market interest rates are sharply lower this morning and stocks are rallying after the Fed pivoted to projecting interest rate cuts next year.
In part…
2 years, 4 months ago
Thursday: Bracket creep helps Australia's Budget
Global markets are in animated suspension this morning ahead of the Fed’s decision at 6am Sydney/Melbourne time. Australia’s budget is healthier afte…
2 years, 5 months ago
Wednesday: Australia's diverging consumer and business confidence
US inflation data met forecasts overnight. Now the focus shifts to how hard the Fed will push back tomorrow morning at market expectations of early a…
2 years, 5 months ago
Tuesday: All eyes on the Fed and the BoJ
Markets are on tenterhooks ahead of US CPI data tonight and the FOMC decision on Thursday morning, although the yen is falling as expectations of a B…
2 years, 5 months ago
Monday: Inside Australia's amazing housing market
America’s economy is still generating solid jobs growth while on track for a soft landing, but China’s has slowed so much it’s producing deflation.
B…
2 years, 5 months ago