Podcast Episodes
Back to SearchWednesday: 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
Tuesday: Bond yields jump on strong US retail sales
US Treasury yields rose after stronger retail sales data showed consumers are still spending. Oil fell as Middle East conflict fears eased. Dollar/Ye…
2 years, 5 months ago
Monday: All eyes on Middle East conflicts
Markets are on tenterhooks to see how Israel reacts to Iran’s weekend attacks. The US dollar is strong, while the Aussie and Kiwi dollars begin the w…
2 years, 5 months ago
Friday: ECB on track to cut before Fed
The ECB held its policy rate overnight and remains on track to cut in June - before the Fed. China inflation data weaker than expected. Singapore’s G…
2 years, 5 months ago
Thursday: Strong CPI hits US rate cut hopes
A strong US CPI has pushed back expectations for a fully-priced rate cut by the Fed from July to November. US Treasury yields are up 20 basis points …
2 years, 5 months ago
Wednesday: US yields fall on CPI hopes
Treasury yields fall on hopes inflation is moderating. The Yen firms after reports the BoJ may raise its inflation outlook. Taiwan’s CPI is lower tha…
2 years, 5 months ago
Tuesday: Traders reduce Fed cut bets
US Treasury yields hit fresh 2024 highs overnight as traders continued to reprice expectations for Fed rate cuts. The Philippines’ central bank holds…
2 years, 5 months ago
Monday: Markets eye rate cuts by ECB, Fed
Stronger than forecast US jobs growth pushed up Treasury yields on Friday night, but wage growth was more moderate, leaving the Fed still on track fo…
2 years, 5 months ago
Friday: Eyes ahead to 200k US jobs growth
All eyes are on US non-farm payrolls tonight. Australian households spent plenty going to Taylor Swift concerts; Building approvals weaken on both si…
2 years, 6 months ago
Thursday: Powell says 'wait and see'
US jobs growth beat expectations overnight, but was offset by weaker services sector growth. Fed Chair Jerome Powell is in ‘wait and see’ mode on rat…
2 years, 6 months ago