Podcast Episodes

Tuesday: BoJ pivot talk powers yen higher

The yen has surged in the last 24 hours on talk the Bank of Japan may pivot away from very low interest rates. The renminbi (CNH) jumped after the PB…

2 years, 6 months ago

Monday: China's stimuli becoming substantial

China reported a return to CPI inflation in August, but it wasn’t quite as big a bounce as forecast. The strong US$ is seen putting Asian currencies …

2 years, 6 months ago

Friday: US economy powering ahead of EU, China

European GDP growth was much weaker than expected overnight, reinforcing the gap seen opening up between the US economy and the rest of the global ec…

2 years, 6 months ago

Thursday: Yen, CNH near record lows vs US$

The yen and the renminbi are near record lows this morning vs the US dollar as the king of currencies is getting even more of a tailwind from higher …

2 years, 6 months ago

Wednesday: A$ slides to March 2020 lows

The Australian and New Zealand dollars weakened sharply overnight against ‘King US Dollar’, which was helped by stronger-than-expected US factory out…

2 years, 6 months ago

Tuesday: RBA set for hawkish hold

The RBA is set to hold the cash rate for a third consecutive month later today, but with a hawkish twist. The US$ remains strong against the yen and …

2 years, 6 months ago

Monday: Iron ore, oil surge ahead of RBA decision

The RBA is set for a hawkish hold decision tomorrow as oil and iron prices hit multi-month highs. Non-farm payrolls suggest the US economy is cooling…

2 years, 6 months ago

Friday: US$ strong vs euro on inflation divergence

The US dollar is stronger against the euro this morning after solid US consumer spending and inflation data contrasted with and more moderate inflati…

2 years, 6 months ago

Thursday: Big China cities help first home buyers

Guangzhou and Shenzhen have eased mortgage restrictions for first home buyers to boost apartment demand. Australia’s inflation was softer than foreca…

2 years, 6 months ago

Wednesday: US bond yields JOLTed lower

US bond yields are down sharply this morning and US stocks are up on hopes the Fed won’t have to hike next month.

In part one of a bonus deep-dive int…

2 years, 6 months ago