Podcast Episodes

Thursday: China loosens lending rules

China loosened lending rules overnight by the most in two years, sparking a rally in stocks there. Flash PMIs reinforced hopes for soft landings and …

2 years, 8 months ago

Wednesday: The economics of Australian tax cuts

China stock market has rebounded on a report of a US$278 billion plan to support stock values. In Australia, the Federal Government is reported to be…

2 years, 8 months ago

Tuesday: Inside China's wage deflation

US stocks rose again overnight to set fresh record highs on bolstered hopes for a soft economic landing, while China’s stocks fell 2.4% to near a two…

2 years, 8 months ago

Monday: Why shops in CBDs are struggling

US stocks surged over the weekend to record highs, and markets are looking out this week for three crucial central bank decisions.

In our bonus deep-d…

2 years, 8 months ago

Friday: ANZ sees RBNZ cutting from August

Global markets bedded in a 20 basis point rise in US 2 year Treasury yields overnight after more hawkish signals from the Fed, which kept the US doll…

2 years, 8 months ago

Thursday: Global yields up as ECB pushes back

Global bonds and stocks sold off again this morning after the ECB pushed back against market views of an early rate cut and US retail sales were stro…

2 years, 8 months ago

Wednesday: US bond yields rise on Waller view

Global bond markets sold off this morning after Fed official Christopher Waller cautioned against expectations of early and fast cuts in US interest …

2 years, 8 months ago

Tuesday: China surprises by holding rate

The People’s Bank of China left a key interest rate on hold, surprising markets expecting a cut after more signs China’s economy is deflating.

In part…

2 years, 8 months ago

Monday: Oil and shipping inflation surges

Oil prices surged through US$80/barrel over the weekend after US and UK air strikes against Houthi facilities in Yemen raised fears a wider war in th…

2 years, 8 months ago

Wednesday: Our final edition for 2023

In our special last episode for 2023, I talked with ANZ Group Chief Economist Richard Yetsenga about the themes for 2023 and 2024 in global markets a…

2 years, 9 months ago