Podcast Episodes
Back to SearchThursday: 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
Wednesday: Budget leaves RBA track unchanged
The US Fed Chair shrugs off stronger US producer prices ahead of CPI data tonight. Power rebates & tax cuts turn Australian budget surpluses into def…
2 years, 4 months ago
Tuesday: Markets tight ahead of US CPI
Markets are holding tight ahead of US price data. Australian business condition fall is ok for the RBA. India’s food prices rise, but inflation close…
2 years, 4 months ago
Monday: Australian Budget in focus
Global stocks start the week near record highs, with all eyes on US inflation figures for confirmation the Fed can ease this year. China’s economy is…
2 years, 4 months ago
Friday: Bank of England eyes rate cut soon
The Bank of England holds and says it will cut rates within a month or two. Malaysia’s central bank is more upbeat about growth as it holds. China’s …
2 years, 4 months ago
Thursday: Fed President patient on rates
The Boston Fed President says rates are likely to be held for longer. The Bank of Japan’s governor says big yen moves are undesirable. Taiwan’s expor…
2 years, 4 months ago
Wednesday: RBA 'less hawkish' than expected
US rate cut optimism is growing with soft US labour market data. The RBA was less hawkish than expected, but won’t rule anything in or out. Australia…
2 years, 4 months ago
Tuesday: How hawkish will the RBA turn?
US stocks rise as traders find comfort in Fed rate cut hopes; All eyes on how hawkish the RBA will turn today; Indonesia’s GDP is supported by electi…
2 years, 5 months ago
Monday: Soft US jobs drive yields, USD down
US jobs growth was weaker than expected, so US bonds and stocks rallied. US Treasury yields and the US dollar fell. The RBA is expected to hold hawki…
2 years, 5 months ago
Friday: Relief as Powell rules out rate hike
US bond yields fell after Fed Chair Jerome Powell appeared to rule out rate hikes. Japanese authorities may have intervened again to hold up the yen.…
2 years, 5 months ago