Podcast Episodes
Back to SearchMonday: China's stimuli becoming substantial
China reported a return to CPI inflation in August, but it wasn’t quite as big a bounce as forecast. The strong US$ is seen putting Asian currencies …
3 years ago
Friday: US economy powering ahead of EU, China
European GDP growth was much weaker than expected overnight, reinforcing the gap seen opening up between the US economy and the rest of the global ec…
3 years ago
Thursday: Yen, CNH near record lows vs US$
The yen and the renminbi are near record lows this morning vs the US dollar as the king of currencies is getting even more of a tailwind from higher …
3 years ago
Wednesday: A$ slides to March 2020 lows
The Australian and New Zealand dollars weakened sharply overnight against ‘King US Dollar’, which was helped by stronger-than-expected US factory out…
3 years ago
Tuesday: RBA set for hawkish hold
The RBA is set to hold the cash rate for a third consecutive month later today, but with a hawkish twist. The US$ remains strong against the yen and …
3 years ago
Monday: Iron ore, oil surge ahead of RBA decision
The RBA is set for a hawkish hold decision tomorrow as oil and iron prices hit multi-month highs. Non-farm payrolls suggest the US economy is cooling…
3 years ago
Friday: US$ strong vs euro on inflation divergence
The US dollar is stronger against the euro this morning after solid US consumer spending and inflation data contrasted with and more moderate inflati…
3 years ago
Thursday: Big China cities help first home buyers
Guangzhou and Shenzhen have eased mortgage restrictions for first home buyers to boost apartment demand. Australia’s inflation was softer than foreca…
3 years ago
Wednesday: US bond yields JOLTed lower
US bond yields are down sharply this morning and US stocks are up on hopes the Fed won’t have to hike next month.
In part one of a bonus deep-dive int…
3 years ago
Tuesday: 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…
3 years ago