Podcast Episodes

Friday: US$ & yields up on warm super-core inflation

US Treasury yields surged again overnight after fresh signs of heat in US super-core inflation data. That pushed the US dollar up against the Aussie …

2 years, 7 months ago

Thursday: Oil prices slide on Saudi assurances

Oil prices fell after Saudi Arabia reassured markets it would use its oil supplies to stabilise prices. US Treasury yields fell further on benign inf…

2 years, 7 months ago

Wednesday: Markets rally on Fed comments

Stocks and bonds rallied globally this morning after a Fed official said rates wouldn’t have to rise again. The A$ and NZ$ rose to multi-week highs v…

2 years, 7 months ago

Tuesday: Oil up on fear of wider Mid-East conflict

Oil prices have bounced on fear the conflict in Gaza and Israel could spread to Iran. The Aussie and Kiwi dollars are firmer this morning on softer m…

2 years, 7 months ago

Monday: Nonfarm payrolls double expectations

US jobs growth was much stronger than expected, but the resulting initial bond market selloff was eventually tepid as it became clear wage growth and…

2 years, 7 months ago

Friday: Markets jittery ahead of key US jobs data

Markets are unsettled and wary of US non farm payrolls data tonight. Oil prices fell sharply again overnight.

In our bonus deep-dive interview ahead o…

2 years, 7 months ago

Thursday: Slow jobs data ends bond rout, for now

A fragile calm has returned to global markets after weaker-than-expected US jobs growth data halted this week’s rout in US Treasuries. Oil prices fel…

2 years, 7 months ago

Wednesday: Intervention fear as yen hits 150

US Treasury yields surged again overnight, boosting the US dollar vs the yen and the Aussie and Kiwi dollars. US stocks slumped 1.5-2%. The yen spike…

2 years, 7 months ago

Tuesday: Inside the US bond market selloff

US bonds sold off aggressively overnight on the ‘higher-for-longer’ view after a Government shutdown was averted and US factory activity was above fo…

2 years, 7 months ago

Monday: US shutdown averted

A shutdown of US Government spending was averted at the last minute. US inflation data was benign ahead of key non-farm-payrolls data on Friday.

In ou…

2 years, 7 months ago