Podcast Episodes

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 …

3 years, 1 month 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…

3 years, 1 month 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 …

3 years, 1 month 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.…

3 years, 1 month 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 …

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month 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…

3 years, 1 month ago

Tuesday: Aussie, Kiwi dollars fall below key levels

The Aussie and Kiwi dollars are down near nine-month lows this morning, thanks to a strong US dollar and concerns about China’s slowing economy.

In ou…

3 years, 1 month ago