Podcast Episodes
Back to SearchFriday: Australia's jobs market loosens
Softer than expected US inflation data drags US yields down again. Australia’s unemployment rate drops, but falling hours worked indicate a softer la…
2 years, 3 months ago
Thursday: Fed holds with higher dot plot
The Fed has held US rates and reduced its ‘dot plot’ forecast to just one cut in 2024 from three. Earlier, a lower-than-expected US May CPI sent Trea…
2 years, 3 months ago
Wednesday: Stocks weaker ahead of Fed
US stocks weaken ahead of Fed rate decision; European markets continue to be buffeted by Macron’s French election call; Australian businesses grow gl…
2 years, 3 months ago
Tuesday: Eyes ahead to FOMC and CPI
European stocks fall after French President Emmanuel Macron’s surprise decision to call Parliamentary elections he is forecast to lose. We preview th…
2 years, 3 months ago
Friday: ECB cuts, but reluctantly
The ECB cuts rates overnight as expected, but reluctantly. Australian housing lending jumps in April as rental property investors build up a head of …
2 years, 4 months ago
Thursday: Australia hangs on to growth (just)
Stronger US services activity is shrugged off as rate cut hopes increase off the back of a cut by Bank of Canada and expectations the ECB will also m…
2 years, 4 months ago
Wednesday: India's election curveball
India’s election throws a curveball into the markets, with Narendra Modi’s BJP failing to secure a majority; US markets increase Fed rate cut bets af…
2 years, 4 months ago
Tuesday: Weak US data thumps yields lower
US Treasury yields and stocks fell overnight as weak manufacturing and construction data indicated monetary policy is reducing demand in the US; The …
2 years, 4 months ago
Monday: Markets set to celebrate Modi win
India’s markets are expected to celebrate after exit polls saw Narendra Modi winning a third term. India’s GDP was also above forecasts. China’s fact…
2 years, 4 months ago
Friday: Tax cuts from July 31 may worry RBNZ
Global markets are mixed ahead of US PCE data. US bond yields slide from highs, dragging the US dollar down. New Zealand’s new Government delivers ta…
2 years, 4 months ago