Podcast Episodes

Tuesday: Oil up on fear of wider Mid-East conflict

Oil prices have bounced on fear the conflict in Gaza and Israel could spread to Iran. The Aussie and Kiwi dollars are firmer this morning on softer m…

2 years, 5 months ago

Monday: Nonfarm payrolls double expectations

US jobs growth was much stronger than expected, but the resulting initial bond market selloff was eventually tepid as it became clear wage growth and…

2 years, 5 months ago

Friday: Markets jittery ahead of key US jobs data

Markets are unsettled and wary of US non farm payrolls data tonight. Oil prices fell sharply again overnight.

In our bonus deep-dive interview ahead o…

2 years, 5 months ago

Thursday: Slow jobs data ends bond rout, for now

A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fel…

2 years, 5 months ago

Wednesday: Intervention fear as yen hits 150

US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spike…

2 years, 5 months ago

Tuesday: Inside the US bond market selloff

US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above fo…

2 years, 5 months ago

Monday: US shutdown averted

A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.

In ou…

2 years, 5 months ago

Friday: Bond market selloff widens to Italy, UK

Bonds sold off sharply in Italy and Britain overnight on fears about deficit spending and more talk of ‘higher for longer’ interest rates needed to c…

2 years, 5 months ago

Thursday: Brent crude up to nearly US$97/bbl

Oil prices surged again overnight to new 10-month highs of almost US$97/bbl after US oil inventories fell to their lowest levels in over a year. US b…

2 years, 5 months ago

Wednesday: US stocks slide on higher-for-longer' rates views

US stocks are down this morning on concerns about higher interest rates for longer, and a slide in US consumer confidence

In our bonus deep-dive inter…

2 years, 5 months ago