Podcast Episodes

Friday: US GDP up 4.9% as ECB holds

US GDP grew 4.9% in the Q3, which beat expectations, but core inflation measures were subdued, encouraging bond investors to push yields lower. US st…

2 years, 6 months ago

Thursday: ANZ now sees RBA hiking on Nov 7

Australian inflation was faster than expected in the September quarter, which has prompted ANZ’s economists to forecast a rate hike on Melbourne Cup …

2 years, 6 months ago

Wednesday: Oil slides after weak European data

Oil prices fell a further 2% overnight to well under US$90/bbl after European PMI surveys showed a deeper contraction in activity and the IEA forecas…

2 years, 6 months ago

Tuesday: US bonds volatile ahead of PMIs

US Treasuries were volatile again overnight. The 10-year hit 5% and then slid in late New York trade, which dragged on the US dollar and boosted US s…

2 years, 6 months ago

Monday: Stocks down on high bond yields

Global stocks are starting the week down again thanks to high bond yields and plenty of nerves about geo-politics.

In our bonus deep-dive interview, A…

2 years, 6 months ago

Friday: US 10-year nudges 5% as Powell speaks

The US 10-year Treasury bond yield nudged 5% this morning after Jerome Powell reaffirmed the Fed was finding higher bond yields useful in fighting in…

2 years, 6 months ago

Thursday: US 10-year hits 16-year high of 4.91%

US Treasury bonds sold off again overnight, pushing the 10-year yield to 4.91%, its highest level since 2007. Oil rose 2% on a drop in US inventories…

2 years, 6 months ago

Wednesday: Hot US retail sales drive yields up

The bond market selloff resumed in earnest overnight after better than expected US retail sales figures

In part two of our bonus deep-dive interview, …

2 years, 6 months ago

Tuesday: US debt issue plans weigh on investors

Investor concerns about US Government plans for big issues of new Treasury bonds to fund ongoing deficits is driving up bond yields globally this mor…

2 years, 6 months ago

Monday: Oil & US$ stronger as Gaza invasion nears

Oil prices are up sharply this morning on signs Israeli troops will advance into Gaza within hours. A flight to safer assets is strengthening the US$…

2 years, 6 months ago