Podcast Episodes
Back to SearchWednesday: Why the RBA might care that Aussies are drinking cheaper booze
US consumer confidence rises while Australians grow gloomier. Rising rice prices are expected to feed into Vietnam inflation data. Aussies are drinki…
2 years, 4 months ago
Tuesday: ECB rate cut bets boosted
ECB rate cut bets were boosted after its French Governor suggested a July cut could follow after June. Chinese industrial profits rose in April, afte…
2 years, 4 months ago
Monday: Eyes ahead to US, Australia & European inflation data
Markets are oscillating in tune with their views on when the Fed can cut, and it’s still not clear. We look ahead to Australian inflation data on Wed…
2 years, 4 months ago
Friday: Rates seen high for longer after strong US PMIs
Global PMI surveys suggest the US economy is rollicking along in a way that might force the Fed to keep rates high for even longer. New Zealand retai…
2 years, 4 months ago
Thursday: RBNZ turns hawkish; BoE might too
Stronger than expected inflation in the UK pushes out rate cut bets, as PM Sunak calls a snap election; New Zealand’s Reserve Bank turns hawkish and …
2 years, 4 months ago
Wednesday: Hurdle for RBA hikes is lifted
Global markets are flat ahead of Fed minutes. The RBA board discussed a rate hike more than was thought. Aussie renters feel more confident after the…
2 years, 4 months ago
Tuesday: Yields still too low to unleash China's home buyers
US Fed officials see disinflation progress and indicate rate rises are unlikely. US dollar firms further vs the Yen. China property prices would need…
2 years, 4 months ago
Monday: China launches property rescue plan
China has announced a major rescue package to buy unsold apartments and remove restrictions for homebuyers. New Zealand’s economy is soggy, but shoul…
2 years, 4 months ago
Friday: Australian labour market may be weaker than the RBA thinks
The Dow rises through 40,000. Fed speakers see monetary policy working. US jobless claims and factory output data reinforce hopes for a rate cut or c…
2 years, 4 months ago
Thursday: Soft US CPI supports rate cut hopes
US Treasury yields are down after April CPI was softer than expected, but the Fed may still want to wait. The Aussie and Kiwi dollars jump. Good news…
2 years, 4 months ago