Podcast Episodes

Friday: Bank of Japan hike talk jolts yen higher

Comments from Japanese officials suggesting a rate hike jolted the yen and Japanese bond yields sharply higher overnight. Global markets are now focu…

2 years, 5 months ago

Thursday: Soft Australia GDP solidifies RBA hold

Soft Australian GDP figures have increased the chances that 4.35% will stay as the peak for the RBA’s cash rate. Oil prices slumped below US470/bbl o…

2 years, 5 months ago

Wednesday: RBA set for long hold in 2024

More US soft landing signs dragged US Treasury yields lower overnight, but the Aussie and Kiwi dollars are weaker after a credit rating warning for C…

2 years, 5 months ago

Tuesday: Inside gold's surge to record highs

The RBA is expected to hold at 4.35% in its last cash rate decision of the year this afternoon, albeit with a hawkish tone and after considering a hi…

2 years, 5 months ago

Monday: Pressure in Australia's pipeline

The Aussie and Kiwi dollars are opening at four-month highs against the US dollar and the gold price is at a record-high US$2,091/oz after US Treasur…

2 years, 5 months ago

Friday: Inflation sagging in US & Europe to allow rate cuts in 2024

The Fed’s favourite measure of US inflation landed softly in October, leaving it on track to start cutting rates from the middle of next year. But in…

2 years, 5 months ago

Thursday: Will the US really have a soft landing?

Australia’s inflation rate was much weaker than expected in October, but the RBA is expected to stay on a hawkish hold. The Reserve Bank of New Zeala…

2 years, 5 months ago

Wednesday: A$, NZ$ surge as Fed hawk turns dovish

The Aussie and Kiwi dollars have surged overnight to four-month highs against a weakening US dollar, thanks to comments from a normally hawkish Fed o…

2 years, 5 months ago

Tuesday: Just how tight is Australia's labour market?

China’s industrial profit growth has slowed sharply, increasing expectations for more stimulus.

In part one of our bonus deep-dive interview, ANZ Aust…

2 years, 5 months ago

Monday: Inside the new NZ Government's plans

New Zealand finally has a new centre-right coalition Government to replace the outgoing Labour administration. It plans tax cuts, spending cuts and a…

2 years, 5 months ago