Podcast Episodes
Back to SearchTuesday: US stocks rally as Fed cut views grow
US stocks rally on growing expectations, again, that the Fed will cut rates next month. There’s another weak business sentiment survey out of the US,…
4 months ago
Monday: Japan launches US$135b fiscal stimulus
Japan has launched a stimulus package that could add almost half a percent to GDP growth. But bond investors aren’t keen on the extra borrowing to pa…
4 months ago
Friday: US jobless rate up, but Fed cut doubts remain
Finally, we get a US jobs report, but the data is mixed. Fed minutes show division on whether to cut in December. China holds key rates, and Japanese…
4 months, 1 week ago
Thursday: Australian wage growth behaves
US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn’t stop the RBA from…
4 months, 1 week ago
Wednesday: RBA more hawkish than expected
Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA’s November minutes are m…
4 months, 1 week ago
Tuesday: Fed cut expectations slide under 50%
Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA’s board will release its minutes from its hold decision,…
4 months, 1 week ago
Monday: Trump relents on beef & coffee tariffs
Donald Trump cuts tariffs on beef, coffee and bananas to soften inflation concerns evident in recent election losses. China’s factory expansion slows…
4 months, 1 week ago
Friday: Strong Australian jobs growth
US data releases remain disrupted as opinions on US rate cuts diverge. Australia’s unemployment rate falls after strong jobs growth. And New Zealand’…
4 months, 2 weeks ago
Thursday: Australian housing investment jumps
An end to the US Government shutdown nears as traders wait on delayed data for a picture of the US economy. Oil falls over 4% on oversupply concerns.…
4 months, 2 weeks ago
Wednesday: Australia's 'Goldilocks' economy
US markets fall after a large Nvidia stake sale. Australian consumer confidence dips again, while businesses say conditions are the best in 20 months…
4 months, 2 weeks ago