Podcast Episodes

Friday: China in deflationary territory again

The People’s Bank of China is expected to ease a key bank lending rule in the coming months after China reported falling back into deflation last mon…

2 years, 6 months ago

Thursday: Oil price slumps to three-month low

Oil prices slumped again overnight to three month lows as concerns about weakening demand from slowing US, European and Chinese economies.

In our bonu…

2 years, 6 months ago

Wednesday: Aussie dollar down despite RBA hike

The RBA hiked as expected yesterday, but the Aussie dollar fell overnight. Some in the market saw the RBA’s comments about future hikes as dovish.

In …

2 years, 6 months ago

Tuesday: RBA expected to hike one more time

The RBA is expected to hike one more time later today, which is helping the Aussie dollar nudge up towards 65 USc in early trade.

In our bonus deep-di…

2 years, 6 months ago

Monday: Soft US jobs cement in Fed pause view

Weaker-than-expected US jobs growth data fueled an extension of rallies in global bonds and stocks. Risk currencies rose strongly.

In our bonus deep-d…

2 years, 6 months ago

Friday: Treasuries rally strongly on soft landing hopes

US 10-year down to 4.62% overnight after Fed Chair Powell makes comments seen as suggesting extended rates pause; BoE holds too; South Korean inflati…

2 years, 6 months ago

Thursday: S&P 500 up as Fed holds as expected

US stocks and bonds strengthened shortly after the US Federal Reserve held its key policy rate as expected and on hopes the US economy is slowing in …

2 years, 6 months ago

Wednesday: Yen at 15-year low of 151.5

The yen slumped to 151.55 overnight after a Bank of Japan tweak to monetary policy yesterday was seen as too timid and not allowing yields to rise qu…

2 years, 6 months ago

Tuesday: Yen rallies on YCC tweak talk

The yen is rallying in early Asian trade after a Nikkei report the Bank of Japan will consider allowing Japanese Government Bond yields to rise over …

2 years, 6 months ago

Monday: Oil and gold up as Israeli troops enter Gaza

Israeli troops advanced into northern Gaza over the weekend, raising fears of a wider conflict in the Middle East. Gold and oil prices rose over key …

2 years, 6 months ago