Podcast Episodes
Back to SearchWednesday: Firm US wages harden views on high rates for longer
Stronger US wage data adds to fears rates will be on hold for longer. Core inflation progress in Europe supports a June cut by the ECB. China’s facto…
2 years, 5 months ago
Tuesday: US dollar sags back from 160 yen
The yen bounces hard after slumping through 160. Some think Japan’s authorities intervened, but there’s no confirmation. ANZ Research has changed its…
2 years, 5 months ago
Monday: Stuck between rates heaven & hell
The US dollar has spiked up over 158 yen. Traders are on high alert for intervention by Japanese authorities. Market expectations for rate cuts by th…
2 years, 5 months ago
Friday: Rates seen high for even longer
US stocks fell and US Treasury yields rose after US growth and inflation data was worse than expected. Australia’s strong CPI could shift the RBA’s r…
2 years, 5 months ago
Wednesday: PMIs support rate cut hopes
Global PMIs offer hope for an earlier US rate cut, an ECB cut in June, and an easing by the Bank of England in August. Australian inflation is set to…
2 years, 5 months ago
Tuesday: Stocks up, but oil & gold fall on easing tensions
Global stocks are on the rise, while gold and oil prices fell overnight on easing tensions in the Middle East. Chinese authorities move to boost Hong…
2 years, 5 months ago
Monday: Markets watching bond yields & USD closest
Global markets start the week nervously eyeing the Middle East and key US data later this week. Asian currencies are jittery near record lows against…
2 years, 5 months ago
Friday: Firm US factory data lifts yields & USD
US bond yields rise again on strong factory data. Australian unemployment rises, but firms still expect labour market tightness. Next week’s CPI coul…
2 years, 5 months ago
Thursday: UK and NZ inflation concerns
Sticky UK inflation has dashed mid-year rate cut hopes. Strong domestic inflation in New Zealand is a concern for the central bank, but the ECB looks…
2 years, 5 months ago
Wednesday: Rampant US$ triggers intervention
A surging US dollar triggers currency intervention across Asia. Fed Chair Powell signals high rates for even longer. China’s GDP outstrips expectatio…
2 years, 5 months ago