Podcast Episodes
Back to SearchTuesday: China stocks rally fizzles out
China’s authorities moved over the weekend to stimulate stock market activity, but an initial 5% surge has faded overnight.
In our bonus deep-dive int…
2 years, 6 months ago
Monday: Fed talk boosts US$ over 146 yen
The US$ is strong above 146.4 yen after the Fed warned inflation was still too high and it may have to hike again. Traders are on high alert for BoJ …
2 years, 6 months ago
Friday: Rates jitters return ahead of Jackson Hole
US stocks are down around 1% and US Treasury yields are up 3-5 basis points on concerns big central bank speeches tonight could be hawkish. US second…
2 years, 7 months ago
Thursday: Global flash PMIs surprisingly weak
US stocks and bonds are rallying after the first indicators of global business activity in August were much weaker than expected, reinforcing market …
2 years, 7 months ago
Wednesday: PBoC escalates currency support
The PBoC has bolstered support for the renminbi, fixing the rate well above market expectations and squeezing funding costs higher for short sellers.…
2 years, 7 months ago
Tuesday: High US rates driving strong US$
The US dollar strengthened again overnight to over 146 yen, thanks to another surge in the 10-year Treasury yield to 4.35% ahead of a key Fed speech …
2 years, 7 months ago
Monday: All eyes on PBoC and Jackson Hole
China is expected to cut a key lending rate today and all eyes this week will be on Jerome Powell, who starts the Jackson Hole symposium on Friday ni…
2 years, 7 months ago
Friday: US 10-year yield at 16-year high
The US 10-year Treasury yield jumped to 16-year highs overnight on growing talk the Fed will have to hike again. Risk-sensitive currencies are weak o…
2 years, 7 months ago
Thursday: US factories humming on IRA, CHIPS
US industrial production data was much stronger than expected overnight. The RBNZ held its cash rate, but hinted it may have to do a bit more inflati…
2 years, 7 months ago
Wednesday: US retail strong, just as China slides
US retail sales data was stronger than expected, ramping up the inflation pressure on the Fed. But China’s growth is slowing sharply, leading to a su…
2 years, 7 months ago