Podcast Episodes

Tuesday: Yen near 149 on surging US$

The US dollar is at new highs this morning, powered by another rise in US bond yields in the wake of the Fed’s decision to keep rates high for longer…

2 years, 6 months ago

Monday: Bond selloff end in sight

Bond yields start the week near 17-year highs after a sustained global selloff, but that may be ending, says ANZ’s Group Chief Economist Richard Yets…

2 years, 6 months ago

Friday: Russia bans diesel exports; BoE holds

Russia banned diesel exports overnight. The Bank of England voted 5-4 to hold, hammering the pound to a six month low.

In our bonus deep-dive intervie…

2 years, 6 months ago

Thursday: Fed rates higher for longer in 'dot plot'

The Fed held as expected, but the FOMC’s dot plot showed two fewer rate cuts in 2024 than the last dot plot. Market interest rates rose, the US$ stre…

2 years, 6 months ago

Wednesday: Oil headed towards US$100/bbl

Oil prices bubbled up over US$95 a barrel overnight and seem destined to top US$100 as refineries bid against each other for crude to make hay from h…

2 years, 6 months ago

Tuesday: Oil nears US$95/barrel on supply cuts

Oil prices rose to almost US$95 a barrel overnight. Australia’s economy is showing early signs of perking up ahead of minutes today from the RBA.

In o…

2 years, 6 months ago

Monday: China set for soft landing too

China’s economy performed better than expected in August after 28 stimulus measures in three months. ANZ has upgraded its China GDP forecasts.

In our …

2 years, 6 months ago

Friday: Eurostoxx rallies on ECB's 'dovish' hike

The ECB hiked overnight, but it lowered its growth and inflation forecasts, and signalled it would stop there, so stocks and bonds rallied.

In our bon…

2 years, 6 months ago

Thursday: Net investment to Asia turns negative

US consumer price inflation in August was a tad higher and stickier than expected, but not enough to derail expectations the Fed will hold next week.…

2 years, 6 months ago

Wednesday: Oil surges over US$92/bbl

Oil rose 2% to 10-month highs overnight after OPEC forecast continued strong demand. Diesel prices are surging even more, bringing back supply chain …

2 years, 6 months ago