Podcast Episodes

Friday: Why the US investment pivot matters

New RBA Governor Michele Bullock is talking hawkishly about demand-driven inflation, which is set to keep Australian interest rates high, and possibl…

2 years, 5 months ago

Thursday: Swifties to boost Singapore GDP

China’s renminbi has strengthened to a four-month high on hopes for calmer US vs China relations and lower US market interest rates.

In part one of ou…

2 years, 5 months ago

Wednesday: ACT the fastest-growing state

New stimulus moves for China’s property developers are bolstering the commodity currencies, including the Aussie and Kiwi dollars this morning.

In our…

2 years, 5 months ago

Tuesday: Central banks wary of defacto loosening

Central banks are now grappling with lower market interest rates that have undone some of the heavy lifting they were relying on previously higher ra…

2 years, 5 months ago

Monday: Australian project pipeline to almost double

Oil prices jumped 4% over the weekend on talk of fresh supply cuts. ANZ now sees the RBNZ holding the OCR in late February, vs a hike previously.

In o…

2 years, 5 months ago

Friday: Oil prices slump on US demand worry

Oil prices fell sharply on signs of slowing US demand, while bond yields fell after weak US manufacturing data.

In our bonus deep-dive interview, ANZ’…

2 years, 5 months ago

Thursday: Yields reverse after firm US retail sales

Global markets were volatile again overnight. Slightly stronger than expected US retail sales unleashed a bounce in US Treasury yields, but US stocks…

2 years, 5 months ago

Wednesday: Global stocks surge on soft US CPI

Global stocks surged 2% overnight after flat US inflation data bolstered hopes the US Federal Reserve can end its rate hike cycle.

In our bonus deep-d…

2 years, 5 months ago

Tuesday: All eyes on US CPI for Fed clues

Markets are becalmed ahead of key US inflation data due tonight, which is expected to allow the Fed to hold its key policy rate again.

In our bonus de…

2 years, 6 months ago

Monday: RBA seen unlikely to cut until late 2024

The RBA issued a monetary policy statement with a hawkish tinge on Friday, meaning a hike is more likely than a cut any time soon, says ANZ economist…

2 years, 6 months ago