NAB Morning Call
By Phil Dobbie
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Episodes: 925
Description
Start your day with the NAB Morning Call for the latest overnight key economic and market information straight from our team of expert market economists and strategists. This includes perspective on overnight news and market price action and the forces shaping movements in Australian and global markets in the days ahead.
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
Weekend Edition: Moving up the renewables value chain
|
Apr 26, 2024 |
|
Stagflation anyone?
|
Apr 25, 2024 |
|
PMIs show narrowing US-Europe gap, Inflation Day for Australia
|
Apr 23, 2024 |
|
The Equities Strike Back (for now)
|
Apr 22, 2024 |
|
Is there a tech correction going on?
|
Apr 21, 2024 |
|
The Weekend Edition: Europe needs a confidence boost
|
Apr 19, 2024 |
|
Next Fed move, backend of the year, unless it’s up!
|
Apr 18, 2024 |
|
UK inflation slows, but not enough. Aussie employment numbers today.
|
Apr 17, 2024 |
|
It’s taking longer, says Powell
|
Apr 16, 2024 |
|
US retail moves markets, not the Middle East
|
Apr 15, 2024 |
|
Drone attack. Will Israel retaliate?
|
Apr 14, 2024 |
|
Weekend Edition: The "women with money" opportunity
|
Apr 12, 2024 |
|
Europe is getting ready, without being triumphant
|
Apr 11, 2024 |
|
US CPI surprise. The last mile just got longer
|
Apr 10, 2024 |
|
Two central banks and lots of unhappy small businesses
|
Apr 09, 2024 |
|
Treasury yields hit year highs on creeping doubts about Fed easing
|
Apr 08, 2024 |
|
US payrolls too hot for the Fed?
|
Apr 07, 2024 |
|
Weekend Edition: China’s future – on its terms
|
Apr 05, 2024 |
|
Australia’s housing problem, US markets choppy ahead of jobs numbers
|
Apr 04, 2024 |
|
Powell waits whilst service sector softens
|
Apr 03, 2024 |
|
Yields rise over expected Fed delays
|
Apr 02, 2024 |
|
Hopeful data suggests US is heading for ‘no landing’
|
Apr 01, 2024 |
|
Weekend Edition: Bronwyn Curtis on central banks and growth
|
Mar 28, 2024 |
|
A scramble to the quarter end
|
Mar 27, 2024 |
|
Break the glass and get ready for inflation numbers
|
Mar 26, 2024 |
|
Controlling the Yuan and the Yen
|
Mar 25, 2024 |
|
Easing hopes and a falling Yuan
|
Mar 24, 2024 |
|
Weekend Edition: The Great Education Bounce Back
|
Mar 22, 2024 |
|
Bad Apple, Swiss Surprise, English Hawks fly
|
Mar 21, 2024 |
|
Fed feels its way slowly
|
Mar 20, 2024 |
|
In the thick of it
|
Mar 19, 2024 |
|
Aiming for zero
|
Mar 18, 2024 |
|
One move out of six this week?
|
Mar 17, 2024 |
|
Weekend Edition: Aussie agriculture, scaling up to thrive
|
Mar 15, 2024 |
|
The lengthening last mile
|
Mar 14, 2024 |
|
Hungry for US bonds, wage wins in Japan
|
Mar 13, 2024 |
|
US inflation hotter than expected
|
Mar 12, 2024 |
|
Last minute nerves ahead of US inflation
|
Mar 11, 2024 |
|
The US jobs numbers that surprised, then didn’t
|
Mar 10, 2024 |
|
Weekend Edition: Equality Japanese Style
|
Mar 08, 2024 |
|
All eyes back on June with hopes of no payrolls surprise
|
Mar 07, 2024 |
|
Aussie bounces, ECB likely to stick
|
Mar 06, 2024 |
|
US caution amidst stock shocks and services slowdown
|
Mar 05, 2024 |
|
Is Xi Jinping still Mr 5 percent?
|
Mar 04, 2024 |
|
Will weaker US data speed-up cuts?
|
Mar 03, 2024 |
|
Weekend Edition: Stage 3 tax cuts, not exactly tax reform
|
Mar 01, 2024 |
|
‘As expected’ brings a sigh of relief
|
Feb 29, 2024 |
|
RBNZ is done with hikes, Aussie retail will bounce back today
|
Feb 28, 2024 |
|
All quiet at the casino, all eyes over the ditch
|
Feb 27, 2024 |
|
The day before tomorrow
|
Feb 26, 2024 |
|
It won’t happen overnight, but it will happen
|
Feb 25, 2024 |
|
Weekend Edition: Getting Ready for Trump
|
Feb 23, 2024 |
|
NVIDIA stirs up AI madness
|
Feb 22, 2024 |
|
Are the US, UK and Europe all looking at June?
|
Feb 21, 2024 |
|
Canada first to go lower?
|
Feb 20, 2024 |
|
Second decimal point moves for Presidents Day
|
Feb 19, 2024 |
|
Another sign of a bumpy path for inflation
|
Feb 18, 2024 |
|
Weekend Edition: Big tech. Which business model wins?
|
Feb 16, 2024 |
|
Surprising data does little to move the dial for central banks
|
Feb 15, 2024 |
|
Back to expecting faster cuts (RBA/RBNZ excepted)?
|
Feb 14, 2024 |
|
Overreacting to US CPI?
|
Feb 13, 2024 |
|
Waiting for the night
|
Feb 12, 2024 |
|
The CPI anticlimax, NZ’s rate worries and new highs for US shares
|
Feb 11, 2024 |
|
Weekend Edition: Cashing in on Australia’s tourism revival
|
Feb 09, 2024 |
|
Not ready to toggle
|
Feb 08, 2024 |
|
Equities soaring higher, central bankers talk longer
|
Feb 07, 2024 |
|
No hurry for RBA cut, maybe even a hike?
|
Feb 06, 2024 |
|
New look RBA song and dance act today
|
Feb 05, 2024 |
|
Will US inflation bounce back?
|
Feb 04, 2024 |
|
Weekend Edition: Emerging trends in Australia’s post-COVID property market
|
Feb 02, 2024 |
|
BoE last cab off the rank
|
Feb 01, 2024 |
|
FOMC holds, no hurry to move down
|
Jan 31, 2024 |
|
The Fed’s quandary: A soft landing but jobs plentiful
|
Jan 30, 2024 |
|
Limbering up for cuts. Who goes first?
|
Jan 29, 2024 |
|
You want busy?
|
Jan 28, 2024 |
|
Weekend Edition: Home or away – where to head with shares in 2024?
|
Jan 25, 2024 |
|
China Tries Again
|
Jan 24, 2024 |
|
Sweet Relief for China’s Rocky Road?
|
Jan 23, 2024 |
|
Light on news, high on hope
|
Jan 22, 2024 |
|
Share Crazy
|
Jan 21, 2024 |
|
Weekend Edition: Will ETFs give crypto an air of respectability?
|
Jan 19, 2024 |
|
US jobless claims fall, so did Aussie jobs
|
Jan 18, 2024 |
|
Pricing for procrastination
|
Jan 17, 2024 |
|
Waller asks ‘what’s the rush?’
|
Jan 16, 2024 |
|
European rates higher for longer, on the edge of a potential recession?
|
Jan 15, 2024 |
|
How far ahead is US on the race to kill inflation?
|
Jan 14, 2024 |
|
US CPI not so soft, NAB’s new Q4 CPI forecast
|
Jan 11, 2024 |
|
Inflation softer than expected, but hold your horses on rate cut hopes
|
Jan 10, 2024 |
|
Treading cautiously into a new year
|
Jan 09, 2024 |
|
Weekend Edition: A year big on surprises. Will there be more in 2024?
|
Dec 22, 2023 |
|
Has the US already met its inflation target?
|
Dec 21, 2023 |
|
UK inflation falls faster than expected. Hard for the BoE to hike now.
|
Dec 20, 2023 |
|
RBA going for the mid-point, BoJ going nowhere, Canada’s inflation bounces back
|
Dec 19, 2023 |
|
RBA minutes and BoJ; could be a whole lot of nothing, but there again ...
|
Dec 18, 2023 |
|
Is the Fed backtracking on rates cuts?
|
Dec 17, 2023 |
|
Weekend Edition: Generative AI is here, ready or not.
|
Dec 15, 2023 |
|
BoE and ECB staying on top of the mountain
|
Dec 14, 2023 |
|
Aussie wins against drop in the US dollar as Fed gets ready to cut
|
Dec 13, 2023 |
|
US inflation data doesn’t change the game
|
Dec 12, 2023 |
|
Aussie Floats On, Yen Falls Back
|
Dec 11, 2023 |
|
US jobs numbers too hot?
|
Dec 10, 2023 |
|
Weekend Edition: Getting Back with Britain
|
Dec 08, 2023 |
|
Is BoJ preparing a pre-Christmas surprise?
|
Dec 07, 2023 |
|
All signs point to slower growth and falling inflation
|
Dec 06, 2023 |
|
A hold, an epiphany and jobs market easing
|
Dec 05, 2023 |
|
A momentary change of direction
|
Dec 04, 2023 |
|
Yields falling further and Powell can’t stop them
|
Dec 03, 2023 |
|
Weekend Edition: Ross McEwan on the economy, housing, cybercrime, AI and home working
|
Dec 01, 2023 |
|
Euroflation falls, the US dollar strikes back
|
Nov 30, 2023 |
|
All steps in the right direction
|
Nov 29, 2023 |
|
Something is giving, and it’s the pace of the US economy
|
Nov 28, 2023 |
|
An inbetweeny day
|
Nov 27, 2023 |
|
Falling dollar helps the Aussie, but only so far
|
Nov 26, 2023 |
|
Weekend Edition: Three key trends in the super industry
|
Nov 24, 2023 |
|
Europe a bit stronger (or less weak)
|
Nov 23, 2023 |
|
Bullock’s hawkishness. Will one rise be enough?
|
Nov 22, 2023 |
|
A hawkish turn from the central banks
|
Nov 21, 2023 |
|
Back to bonds
|
Nov 20, 2023 |
|
Take a breather
|
Nov 19, 2023 |
|
Weekend Edition: Let's Get Ethical
|
Nov 17, 2023 |
|
Slowdown fears spoil the party
|
Nov 16, 2023 |
|
Goldilocks rides again
|
Nov 15, 2023 |
|
US inflation slowdown fuels party mood
|
Nov 14, 2023 |
|
The only number that matters
|
Nov 13, 2023 |
|
US higher for longer, RBA more dovish
|
Nov 12, 2023 |
|
Weekend Edition: Risky Business, Confusing Times
|
Nov 10, 2023 |
|
Interest wanes at 30 year Treasury auction
|
Nov 09, 2023 |
|
Oil readying for a slowdown
|
Nov 08, 2023 |
|
RBA late to the party
|
Nov 07, 2023 |
|
The rate that slows the nation
|
Nov 06, 2023 |
|
Tide turns after US jobs data
|
Nov 05, 2023 |
|
Weekend Edition: Ann Sherry on driving change in uncertain times
|
Nov 03, 2023 |
|
Back to bonds as BoE forecasts a growth hit for Britain
|
Nov 02, 2023 |
|
Hold on says the Fed. But for how long?
|
Nov 01, 2023 |
|
BoJ loosens its grip, Fed will keep a tight hold
|
Oct 31, 2023 |
|
Escalation fears ease, RBA’s expectations rise, Europe’s inflation falls
|
Oct 30, 2023 |
|
Preparing for the slowdown
|
Oct 29, 2023 |
|
Weekend Edition: In it for the long haul
|
Oct 27, 2023 |
|
Return of the soft landing
|
Oct 26, 2023 |
|
Aussie CPI & ECB; sentiment sours a little
|
Oct 25, 2023 |
|
Some hope, jobs confusion and Aussie CPI
|
Oct 24, 2023 |
|
A wild night without direction
|
Oct 23, 2023 |
|
Have yields peaked? Will central banks ease off the pedal?
|
Oct 22, 2023 |
|
Weekend Edition: Could Europe Bring Down Rates Faster?
|
Oct 20, 2023 |
|
10 year treasuries nip at 5 percent
|
Oct 19, 2023 |
|
Yields Bondanza
|
Oct 18, 2023 |
|
US shopping adds pressure on the Fed
|
Oct 17, 2023 |
|
Markets accept a little more risk
|
Oct 16, 2023 |
|
Risky
|
Oct 15, 2023 |
|
Weekend Edition: Is super delivering on the promise?
|
Oct 13, 2023 |
|
US Inflation too hot to ignore
|
Oct 12, 2023 |
|
More caution from the Fed, very little in Gaza
|
Oct 11, 2023 |
|
Expect the unexpected
|
Oct 10, 2023 |
|
Conflict uncertainty mixed with rate optimism
|
Oct 09, 2023 |
|
Hot jobs numbers add to treasuries sell-off
|
Oct 08, 2023 |
|
Weekend Edition: The Chinese Way
|
Oct 06, 2023 |
|
What do we want to see in the jobs data?
|
Oct 05, 2023 |
|
Less jobs and cheaper oil pauses bond and equity sell-off
|
Oct 04, 2023 |
|
US yields jolt higher and all that that entails.
|
Oct 03, 2023 |
|
US yields push higher, BoJ steps in, RBA to stand firm
|
Oct 02, 2023 |
|
Weekend Edition: Is NetZero transitioning us to higher inflation?
|
Sep 29, 2023 |
|
Diverging paths
|
Sep 28, 2023 |
|
Oil’s low stockpiles, sticky Aussie services inflation
|
Sep 27, 2023 |
|
Will Aussie inflation knock the RBA off its perch?
|
Sep 26, 2023 |
|
Bond yields higher, but directionless
|
Sep 25, 2023 |
|
Still more Rate Expectations
|
Sep 24, 2023 |
|
The Weekend Edition: The long road back for small business
|
Sep 22, 2023 |
|
BoE joins those on hold. Who will break first?
|
Sep 21, 2023 |
|
The Fed’s narrow path is getting longer
|
Sep 20, 2023 |
|
Hang on for a hold
|
Sep 19, 2023 |
|
Too much speculation, too much liquidity, not enough oil?
|
Sep 18, 2023 |
|
A week of central bank uncertainty
|
Sep 17, 2023 |
|
The Weekend Edition: It’s tough at the top of the mountain
|
Sep 15, 2023 |
|
Europe reaches the peak, or is it a false summit?
|
Sep 14, 2023 |
|
Higher than expected US CPI fails to move markets
|
Sep 13, 2023 |
|
Aussie consumer confidence hit but businesses keep prices up
|
Sep 12, 2023 |
|
Aussie dollar boosted on China fix. Japanese yields boosted by potential BoJ switch.
|
Sep 11, 2023 |
|
G20 said nothing, wait for the data
|
Sep 10, 2023 |
|
If we only plan to meet our climate targets, we’re missing a trick
|
Sep 08, 2023 |
|
US dollar dominance continues as Yuan hits 16 year low
|
Sep 07, 2023 |
|
A beige soft landing, but is US service growth too strong?
|
Sep 06, 2023 |
|
Out with a whimper not a bang
|
Sep 05, 2023 |
|
Lowe’s Last Stand, Lagarde’s Humble Pie
|
Sep 04, 2023 |
|
Was US payrolls a Goldilocks moment?
|
Sep 03, 2023 |
|
Weekend Edition: Is Monetary Policy Working? Which Central Banks have got it right?
|
Sep 01, 2023 |
|
Heading Up Table Mountain
|
Aug 31, 2023 |
|
Soft is good for the US, but European CPI is harder to take
|
Aug 30, 2023 |
|
A quick JOLT to the equity and bond markets
|
Aug 29, 2023 |
|
Choppy shopping
|
Aug 28, 2023 |
|
A Jackson Hole Lot of Nothing
|
Aug 27, 2023 |
|
Weekend Edition: Fixing Australia’s productivity problem
|
Aug 25, 2023 |
|
About turn ahead of Jackson Hole
|
Aug 24, 2023 |
|
Has the slowdown begun in earnest?
|
Aug 23, 2023 |
|
US re-acceleration possible but Aussie dollar weakness expected to continue.
|
Aug 22, 2023 |
|
Treasury yields push to new post GFC highs
|
Aug 21, 2023 |
|
Heading to Jackson Hole through a sea of uncertainty
|
Aug 20, 2023 |
|
Weekend Edition: Bonds, back and not so boring
|
Aug 18, 2023 |
|
China, more talk less action
|
Aug 17, 2023 |
|
The Inflation Risk is Strong
|
Aug 16, 2023 |
|
Heavy data day turns markets red
|
Aug 15, 2023 |
|
Slow moves, thin trade ahead of data splurge
|
Aug 14, 2023 |
|
Not out of the woods yet
|
Aug 13, 2023 |
|
Weekend Edition: Australian shares – destination unknown?
|
Aug 11, 2023 |
|
Inflation eases, Fed hold expected, but bond yields rise
|
Aug 10, 2023 |
|
China deflates, gas spikes, US CPI later
|
Aug 09, 2023 |
|
Chinas slowdown, foreign bank worries, more Aussie resilience
|
Aug 08, 2023 |
|
Hope rises during the inflation waiting game.
|
Aug 07, 2023 |
|
Payrolls sparks bond reversal
|
Aug 06, 2023 |
|
Weekend Edition: Australia’s Property Recovery Slows
|
Aug 04, 2023 |
|
Bond sell-off continues, BoE tightens, jobs numbers tonight
|
Aug 03, 2023 |
|
Fitch Ignored, ADP questioned, Treasuries peak, BoE could go 50
|
Aug 02, 2023 |
|
The Trifecta Pulling the Aussie Dollar Lower
|
Aug 01, 2023 |
|
Storm in a Japanese Tea Cup. Next stop, RBA.
|
Jul 31, 2023 |
|
Why markets responded to BoJ’s easing control
|
Jul 30, 2023 |
|
Whirlwind tour for markets as US GDP surprises
|
Jul 27, 2023 |
|
Soft landing, slow road back
|
Jul 26, 2023 |
|
A shot in the arm for China boosts the Aussie and commodities
|
Jul 25, 2023 |
|
More irrational exuberance?
|
Jul 24, 2023 |
|
Lifting rates this week? Yes, Yes, No.
|
Jul 23, 2023 |
|
Too many jobs for central banks liking
|
Jul 20, 2023 |
|
UK CPI not really bad news for a change
|
Jul 19, 2023 |
|
Cooling inflation hope, but does it include NZ and UK?
|
Jul 18, 2023 |
|
China slows more, could the RBA minutes give the Aussie another hit?
|
Jul 17, 2023 |
|
Confidence with a question mark
|
Jul 16, 2023 |
|
Confidence Grows Further
|
Jul 13, 2023 |
|
US inflation cools more than we dared hope
|
Jul 12, 2023 |
|
A slow slowdown
|
Jul 11, 2023 |
|
Slow road for China
|
Jul 10, 2023 |
|
US jobs relief, inflation data this week
|
Jul 09, 2023 |
|
Jobs Frenzy
|
Jul 06, 2023 |
|
US jobs numbers start today
|
Jul 05, 2023 |
|
RBA wait and see
|
Jul 04, 2023 |
|
Go or no from Lowe?
|
Jul 03, 2023 |
|
Softly softly
|
Jul 02, 2023 |
|
Not giving up
|
Jun 29, 2023 |
|
The fall in the Aussie and the rise of the Hawks
|
Jun 28, 2023 |
|
US data too hot for the Fed?
|
Jun 27, 2023 |
|
The calm after the storm
|
Jun 26, 2023 |
|
Is that enough for now?
|
Jun 25, 2023 |
|
Panic Stations
|
Jun 22, 2023 |
|
More hikes a pretty good guess
|
Jun 21, 2023 |
|
Aussie dips, UK braces itself, Powell ready for a grilling
|
Jun 20, 2023 |
|
It it ain’t broken, break it
|
Jun 19, 2023 |
|
All quiet for Juneteenth
|
Jun 18, 2023 |
|
ECB hikes, Aussie jobs a worry for RBA
|
Jun 15, 2023 |
|
Unanimous uncertainty
|
Jun 14, 2023 |
|
Inflation in US under control, UK has problems
|
Jun 13, 2023 |
|
To pause, raise or skip – the Fed’s dilemma
|
Jun 12, 2023 |
|
Jobless claims help cool things a little
|
Jun 08, 2023 |
|
Canadian Copycats
|
Jun 07, 2023 |
|
Yes they did
|
Jun 06, 2023 |
|
Will they or won’t they?
|
Jun 05, 2023 |
|
Oil cuts, wage rises and rate hikes
|
Jun 04, 2023 |
|
Aussie bounce as debt bills sails through
|
Jun 01, 2023 |
|
Aussie low on China worries, European inflation eases
|
May 31, 2023 |
|
Lowe in the hotseat, McCarthy fights his corner
|
May 30, 2023 |
|
The nervous period
|
May 29, 2023 |
|
It's a deal!
|
May 28, 2023 |
|
Chip Rally vs Debt Worries
|
May 25, 2023 |
|
Division, wherever you look
|
May 24, 2023 |
|
Last Chance Saloon
|
May 23, 2023 |
|
Divided they stand
|
May 22, 2023 |
|
Buckle Up, it’s going to be a bumpy ride
|
May 21, 2023 |
|
Taking McCarthy at his word
|
May 18, 2023 |
|
Debt deal is doable
|
May 17, 2023 |
|
RBA eyes up productivity and wages
|
May 16, 2023 |
|
Dancing on the Ceiling
|
May 15, 2023 |
|
A nervous overreaction?
|
May 14, 2023 |
|
BoE hikes against softer global outlook
|
May 11, 2023 |
|
As expected, not worse than expected
|
May 10, 2023 |
|
ECB sends clear message, with lots of slides
|
May 09, 2023 |
|
NAB Business Survey offers a glimmer of hope
|
May 08, 2023 |
|
Labour market tightness vs the credit crunch
|
May 07, 2023 |
|
ECB raises rates, markets worried
|
May 04, 2023 |
|
Fed up, then what?
|
May 03, 2023 |
|
Jolts from jobs, banks and the RBA
|
May 02, 2023 |
|
One bank rescued, one central bank on hold
|
May 01, 2023 |
|
A big week for central banks as US inflation hangs on
|
Apr 30, 2023 |
|
US economy is slowing, but consumers are still spending, labour market is still tight
|
Apr 27, 2023 |
|
Markets pulled between high tech and bank lows
|
Apr 26, 2023 |
|
Back to worrying about banks
|
Apr 25, 2023 |
|
Should we forget about recession?
|
Apr 23, 2023 |
|
Looking on the soft side
|
Apr 20, 2023 |
|
New RBA structure. BOE’s double digit problem.
|
Apr 19, 2023 |
|
China’s latent shopping frenzy
|
Apr 18, 2023 |
|
A night of not much
|
Apr 17, 2023 |
|
Divided we stand, sideways we move
|
Apr 16, 2023 |
|
RBA’s dilemma - more working, less job ads
|
Apr 13, 2023 |
|
US inflation is sticky
|
Apr 12, 2023 |
|
On top of the CPI hill
|
Apr 11, 2023 |
|
Back and a little confused
|
Apr 10, 2023 |
|
RBNZ takes large mallet from the toolkit
|
Apr 05, 2023 |
|
Guilty as charged
|
Apr 04, 2023 |
|
Weaker US manufacturing data offsets oil inflation concerns
|
Apr 03, 2023 |
|
OPEC happy to spoil the party
|
Apr 02, 2023 |
|
US banking on a slowdown. NAB’s new call on the RBA
|
Mar 30, 2023 |
|
Aussie inflation falls further. Job done for the RBA?
|
Mar 29, 2023 |
|
Not much ado about nothing much
|
Mar 28, 2023 |
|
Quietly confident, for now
|
Mar 27, 2023 |
|
No Deutsche Courage
|
Mar 26, 2023 |
|
Three more hikes in a day
|
Mar 23, 2023 |
|
Fed hikes, BoE given a nasty inflation surprise
|
Mar 22, 2023 |
|
We’ve got your back
|
Mar 21, 2023 |
|
The Day After
|
Mar 20, 2023 |
|
A Swiss Deal
|
Mar 19, 2023 |
|
Crisis? What crisis?
|
Mar 16, 2023 |
|
Swiss panic
|
Mar 15, 2023 |
|
Back to Plan A (almost)
|
Mar 14, 2023 |
|
Fed in a tight spot
|
Mar 13, 2023 |
|
Going for Broke
|
Mar 12, 2023 |
|
Jobs and Japan
|
Mar 09, 2023 |
|
An Ocean Apart
|
Mar 08, 2023 |
|
RBA less hawkish, Powell more so. Big market response.
|
Mar 07, 2023 |
|
To Pause or Not to Pause? That is the RBA question.
|
Mar 06, 2023 |
|
A great week for those who like volatility
|
Mar 05, 2023 |
|
US yields pushing well above 4 percent
|
Mar 02, 2023 |
|
China bouncing back, BoE holding back, Treasuries kick higher
|
Mar 01, 2023 |
|
Europe’s Inflation Worries
|
Feb 28, 2023 |
|
EU and UK shake on it
|
Feb 27, 2023 |
|
US inflation rebound. What now?
|
Feb 26, 2023 |
|
Jobs and prices – bad news for the Fed
|
Feb 23, 2023 |
|
Wages Day
|
Feb 22, 2023 |
|
Resilience and hope drives bond yields higher
|
Feb 21, 2023 |
|
US back to work with the PMIs
|
Feb 20, 2023 |
|
All quiet for Presidents Day
|
Feb 19, 2023 |
|
Misleading jobs numbers and more signs inflation is hard to beat
|
Feb 16, 2023 |
|
Americans and Aussies spend, whilst UK prices slide
|
Feb 15, 2023 |
|
Resilient inflation pushes yields higher and sends stocks in a spin
|
Feb 14, 2023 |
|
Fireworks for Inflation Day
|
Feb 13, 2023 |
|
Canada’s turn to surprise on jobs
|
Feb 12, 2023 |
|
Mixed messages but a clear one from bond yields
|
Feb 09, 2023 |
|
All quiet but for the sound of central bankers
|
Feb 08, 2023 |
|
Hawkish RBA, open Powell
|
Feb 07, 2023 |
|
Will the RBA join the push to go higher?
|
Feb 06, 2023 |
|
Do more jobs mean more work for central banks?
|
Feb 05, 2023 |
|
We don’t believe you
|
Feb 02, 2023 |
|
Fed up and the fight ain’t over
|
Feb 01, 2023 |
|
Slower US wages growth gives hope for a Fed pause
|
Jan 31, 2023 |
|
ECB still faces inflation and output challenges
|
Jan 30, 2023 |
|
A big week for earnings and central banks
|
Jan 29, 2023 |
|
US growth provides cautious optimism
|
Jan 26, 2023 |
|
US stocks hit by reality check, Aussie CPI today
|
Jan 24, 2023 |
|
Thin trade before a flurry of PMIs
|
Jan 23, 2023 |
|
Year of the Rabbit. Ready for the bounce?
|
Jan 22, 2023 |
|
Overreaction to Aussie jobs numbers, none to US debt ceiling
|
Jan 19, 2023 |
|
Central banks hold out despite weaker data
|
Jan 18, 2023 |
|
Europe has the edge, BoJ keeps us guessing
|
Jan 17, 2023 |
|
Big questions for BoJ and BoE, with no easy answers
|
Jan 16, 2023 |
|
Quietly Confident
|
Jan 15, 2023 |
|
Heading in the right direction
|
Jan 12, 2023 |
|
Aussie Retail Therapy & US Inflation-Watch
|
Jan 11, 2023 |
|
Early optimism
|
Jan 10, 2023 |
|
Big from Japan
|
Dec 20, 2022 |
|
Last minutes before Christmas
|
Dec 19, 2022 |
|
US services slide, whilst China promises a J-curve recovery
|
Dec 18, 2022 |
|
Hawks fly over frigid Europe
|
Dec 15, 2022 |
|
Hawkish Fed with higher rates for longer
|
Dec 14, 2022 |
|
Christmas comes early with cooler US inflation
|
Dec 13, 2022 |
|
US equities bounce ahead of a divided Fed
|
Dec 12, 2022 |
|
US producer prices spark inflation worries ahead of the Fed
|
Dec 11, 2022 |
|
Slight risk bounce as US markets “clutch at straws”
|
Dec 08, 2022 |
|
Bouncebackability
|
Dec 07, 2022 |
|
No surprises from RBA but BoC on a knife-edge
|
Dec 06, 2022 |
|
Fed’s terminal rate, heading higher?
|
Dec 05, 2022 |
|
The Central Bank Dilemma - is it working?
|
Dec 04, 2022 |
|
So, what did markets like about Powell’s speech yesterday?
|
Dec 01, 2022 |
|
Powell slightly less than very hawkish
|
Nov 30, 2022 |
|
China calms down, European inflation eases
|
Nov 29, 2022 |
|
Big Trouble in Zero-COVID China
|
Nov 28, 2022 |
|
China unrest hits Aussie dollar in early trade
|
Nov 27, 2022 |
|
ECB minutes, little action, no spoilers
|
Nov 24, 2022 |
|
Softer data, slower Fed and more Russian oil
|
Nov 23, 2022 |
|
One more pivot before Thanksgiving
|
Nov 22, 2022 |
|
Oil, more or less?
|
Nov 21, 2022 |
|
A rare dull day
|
Nov 20, 2022 |
|
Tighter than ever
|
Nov 17, 2022 |
|
Back to betting on the Fed; no pause for RBA?
|
Nov 16, 2022 |
|
A step too far
|
Nov 15, 2022 |
|
A slight reality check
|
Nov 14, 2022 |
|
False hopes?
|
Nov 13, 2022 |
|
A welcome relief
|
Nov 10, 2022 |
|
Inflation Day
|
Nov 09, 2022 |
|
Downturns, mid-terms, no u-turns
|
Nov 08, 2022 |
|
An end to China’s Zero COVID, or not?
|
Nov 07, 2022 |
|
China scotches Zero COVID speculation, again
|
Nov 06, 2022 |
|
A Tale of Two Britains
|
Nov 03, 2022 |
|
No Pivot from the Fed, but markets bounce about
|
Nov 02, 2022 |
|
Slow and steady wins the race
|
Nov 01, 2022 |
|
The Bank That Stops Inflation, eventually
|
Oct 31, 2022 |
|
Will markets be spooked by scary central banks?
|
Oct 30, 2022 |
|
ECB slowing to a crawl now? More recession and pivot talk.
|
Oct 27, 2022 |
|
Cries of ‘Pivot!’ as BoC slows hikes
|
Oct 26, 2022 |
|
Why do so many expect the Fed to slow down?
|
Oct 25, 2022 |
|
US rally, China’s slump, UK’s new PM
|
Oct 24, 2022 |
|
Fed might ease off, Boris gone
|
Oct 23, 2022 |
|
The battle for Britain
|
Oct 20, 2022 |
|
Full reversal, for today
|
Oct 19, 2022 |
|
A Bear Rally Amid Hopes (again) of an Inflation Peak
|
Oct 18, 2022 |
|
Brits Big U Turn, America Buys the Dip
|
Oct 17, 2022 |
|
Where does it end?
|
Oct 16, 2022 |
|
Massive swings as US inflation stays high and UK ready for U-turn
|
Oct 13, 2022 |
|
Less jobs before Fed stops
|
Oct 12, 2022 |
|
Don't Panic Mr Bailey
|
Oct 11, 2022 |
|
Gloomy and more uncertain
|
Oct 10, 2022 |
|
Tight labour, hawkish banks, angry Putin
|
Oct 09, 2022 |
|
Less pivot hope, from Paris
|
Oct 06, 2022 |
|
Pivot talk killed by resilient services ISM read
|
Oct 05, 2022 |
|
Markets jump on JOLTs and RBA surprise
|
Oct 04, 2022 |
|
Markets buoyed by bad news and caving in
|
Oct 03, 2022 |
|
No slowdown yet: Euro inflation and US core PCE
|
Oct 02, 2022 |
|
UK calmer, US stocks fall, yields rising on hawkish Fed & ECB
|
Sep 29, 2022 |
|
UK ticked off by IMF, whilst BoE goes back to QE
|
Sep 28, 2022 |
|
US dollar and bond yields continue to rise, till when?
|
Sep 27, 2022 |
|
Unruly Britannia
|
Sep 26, 2022 |
|
The pound hammered, will it last?
|
Sep 25, 2022 |
|
Central bank overload
|
Sep 22, 2022 |
|
0.75% hike by the Fed, no bluff
|
Sep 21, 2022 |
|
Fed to push higher, Putin pushing for referendums
|
Sep 20, 2022 |
|
Fears the Fed will keep at it for a while yet
|
Sep 19, 2022 |
|
Prepare for a volatile week of Banks and Holidays
|
Sep 18, 2022 |
|
Heading higher and taking longer
|
Sep 15, 2022 |
|
The day after. No big bounce.
|
Sep 14, 2022 |
|
Peak inflation, not yet
|
Sep 13, 2022 |
|
The risk of rising risk sentiment
|
Sep 12, 2022 |
|
Fed still pushing, BoE pushes back, EU struggling for answers
|
Sep 11, 2022 |
|
Yields rising as ECB lifts rates and Fed prepares for a big one
|
Sep 08, 2022 |
|
Bigger hopes of smaller hikes to come
|
Sep 07, 2022 |
|
More work for the Fed, UK’s massive Truss Fund
|
Sep 06, 2022 |
|
UK and Europe move from bad to worse, RBA today
|
Sep 05, 2022 |
|
Putin ends Goldilocks moment
|
Sep 04, 2022 |
|
Will strong jobs numbers add to the Fed’s battle tonight?
|
Sep 01, 2022 |
|
Euro inflation high, pound heading back to the pleasure dome
|
Aug 31, 2022 |
|
More good news, that’s actually bad news
|
Aug 30, 2022 |
|
Aussie yields push higher after July’s shopping bonanza
|
Aug 29, 2022 |
|
Fickle equity investors respond to unsurprising Powell comments
|
Aug 28, 2022 |
|
Peering into Jackson hole
|
Aug 25, 2022 |
|
Dire Straits for UK and Europe
|
Aug 24, 2022 |
|
Business activity falls, but not enough to slow the Fed
|
Aug 23, 2022 |
|
Markets respond as European gas prices push ever higher
|
Aug 22, 2022 |
|
Shopping to the very end
|
Aug 21, 2022 |
|
Fed still trying to show they won’t give in
|
Aug 18, 2022 |
|
UK’s sticker shock inflation drives caution
|
Aug 17, 2022 |
|
Retail, wages and RBNZ
|
Aug 16, 2022 |
|
Slow boat from China
|
Aug 15, 2022 |
|
A positive outlook, apart from the downturn
|
Aug 14, 2022 |
|
Not convinced by the Fed
|
Aug 11, 2022 |
|
False hope on easing inflation?
|
Aug 10, 2022 |
|
Inflation Day
|
Aug 09, 2022 |
|
Markets in limbo
|
Aug 08, 2022 |
|
US jobs market too hot for the Fed?
|
Aug 07, 2022 |
|
Uncertainty reigns, except in Britain. It’s just grim there.
|
Aug 04, 2022 |
|
The quick path to credible disinflation and other stories
|
Aug 03, 2022 |
|
Pelosi in Taiwan, Fed nowhere near almost done
|
Aug 02, 2022 |
|
Recession signs, RBA to hike, grains from Odessa
|
Aug 01, 2022 |
|
No inflation slowdown, just wishful thinking
|
Jul 31, 2022 |
|
When is a recession not really a recession?
|
Jul 28, 2022 |
|
Fed hikes 75bp, no forward guidance
|
Jul 27, 2022 |
|
Shares down as consumers focus on the essentials
|
Jul 26, 2022 |
|
Then there was one (turbine)
|
Jul 25, 2022 |
|
Softer data, harder RBA
|
Jul 24, 2022 |
|
ECB makes it to zero
|
Jul 21, 2022 |
|
Gas will trickle, Draghi will go, ECB will hike
|
Jul 20, 2022 |
|
Markets set for a tougher ECB
|
Jul 19, 2022 |
|
Oil rises as Saudi’s don’t budge, gas to Europe unlikely this week
|
Jul 18, 2022 |
|
A Good Friday but a crunch week for Europe
|
Jul 17, 2022 |
|
Aussies Take Up Jobs as Draghi Tries to Quit
|
Jul 14, 2022 |
|
US Inflation rises and surprises, everything is in play
|
Jul 13, 2022 |
|
Freaking out over inflation
|
Jul 12, 2022 |
|
China flares up, Putin flexes more, US Dollar pushes higher
|
Jul 11, 2022 |
|
Healthy jobs data bad news for the economy
|
Jul 10, 2022 |
|
A glimmer of hope, except for Boris
|
Jul 07, 2022 |
|
Significant risk, still?
|
Jul 06, 2022 |
|
Oil Dives, Bonds Rally as Recession Fears grow
|
Jul 05, 2022 |
|
Australia, faring better than most, but big hike still expected
|
Jul 04, 2022 |
|
Independence Day: Recession Resurgence
|
Jul 03, 2022 |
|
And back to recession fears
|
Jun 30, 2022 |
|
Understanding how little we understand
|
Jun 29, 2022 |
|
Less US confidence, tough talking ECB
|
Jun 28, 2022 |
|
Heading for a choppy end to Q2
|
Jun 27, 2022 |
|
Is bad news good news these days?
|
Jun 26, 2022 |
|
Unconditional commitment, come what may
|
Jun 23, 2022 |
|
Markets split as Powell admits recession is possible
|
Jun 22, 2022 |
|
Brighter days ahead
|
Jun 21, 2022 |
|
Is the RBA preparing to go harder?
|
Jun 20, 2022 |
|
Turning up the rhetoric
|
Jun 19, 2022 |
|
Markets go cuckoo as the Swiss clock a half percent hike
|
Jun 16, 2022 |
|
A big step to the soft landing few believe will happen
|
Jun 15, 2022 |
|
The day before the dots
|
Jun 14, 2022 |
|
Markets Panic after US inflation surprise
|
Jun 13, 2022 |
|
ECB set to turn up the dial
|
Jun 09, 2022 |
|
Oil jumps, shares fall, inflation forecasts worsen
|
Jun 08, 2022 |
|
RBA, far from business as usual
|
Jun 07, 2022 |
|
Rates jump, Boris’ near miss, RBA today
|
Jun 06, 2022 |
|
Get ready for RBA, ECB and US CPI
|
Jun 05, 2022 |
|
More oil, weaker jobs growth. Equities live on hope.
|
Jun 02, 2022 |
|
Rates boosted as strong data support aggressive Fed hikes
|
Jun 01, 2022 |
|
EU sanctions, more in the pipeline?
|
May 31, 2022 |
|
German inflation concerns, but equity markets refuse to freak out
|
May 30, 2022 |
|
A piggy bank backed recovery
|
May 29, 2022 |
|
Equities and bonds markets divided
|
May 26, 2022 |
|
Markets accept rate hikes if they tame inflation
|
May 25, 2022 |
|
Markets Snap Out of It
|
May 24, 2022 |
|
Hope springs eternal, well, for today anyway
|
May 23, 2022 |
|
New Australian government, same global concerns
|
May 22, 2022 |
|
Who can slow down the slowdown?
|
May 19, 2022 |
|
Equities bomb as investors are reminded of inflation
|
May 18, 2022 |
|
China reopening, Americans shopping, Brits working
|
May 17, 2022 |
|
Markets tossed back and forth in a sea of uncertainty
|
May 16, 2022 |
|
One day when fears eased, for a bit
|
May 15, 2022 |
|
A world of worry
|
May 12, 2022 |
|
US inflation numbers hit shares, bond markets more restrained
|
May 11, 2022 |
|
A momentary lapse of reason
|
May 10, 2022 |
|
Stocks dive over fears of the perfect storm
|
May 09, 2022 |
|
Are markets running scared?
|
May 08, 2022 |
|
Market whiplash as sentiment takes a hit
|
May 05, 2022 |
|
Powell knocks mega-rise prospects on the head
|
May 04, 2022 |
|
RBA loses a little patience
|
May 03, 2022 |
|
Breaking the Three Percent Barrier
|
May 02, 2022 |
|
The week central banks get serious
|
May 01, 2022 |
|
A fall in US GDP doesn’t signify recession, yet
|
Apr 28, 2022 |
|
RBA will hike next week
|
Apr 27, 2022 |
|
Russia turns off gas for Poland and Bulgaria
|
Apr 26, 2022 |
|
Front end Fed and China’s quest for the impossible
|
Apr 25, 2022 |
|
European bonds rise sharply as some ECB members talk up rate schedule
|
Apr 21, 2022 |
|
A Temporary Change in Direction
|
Apr 20, 2022 |
|
Bond yields and equities both rise sharply. Please explain.
|
Apr 19, 2022 |
|
A whiff of moderation as Fed hurtles to 50 point hike
|
Apr 18, 2022 |
|
Big hikes, more inflation, but bonds settle down
|
Apr 13, 2022 |
|
A very slight glimmer of hope on inflation
|
Apr 12, 2022 |
|
Stocks hit as yields rise higher still
|
Apr 11, 2022 |
|
Rates push ever higher as food prices soar
|
Apr 10, 2022 |
|
Consumers still spending despite all the hike talk
|
Apr 07, 2022 |
|
Fed to slash balance sheet sooner rather than later
|
Apr 06, 2022 |
|
No patience left at RBA
|
Apr 05, 2022 |
|
Crimes, curves and patience
|
Apr 04, 2022 |
|
Fed ready for a big move, ECB staring inflation in the face
|
Apr 03, 2022 |
|
Biden dips into reserves, Putin demands Roubles from today
|
Mar 31, 2022 |
|
Peace hopes fade, European inflation soars
|
Mar 30, 2022 |
|
Europe boosted by peace hopes
|
Mar 29, 2022 |
|
The divided story of rate expectations
|
Mar 28, 2022 |
|
Ditching bonds like they are going out of fashion
|
Mar 27, 2022 |
|
American markets doing well because they are not Europe
|
Mar 24, 2022 |
|
Getting ready to Ruble
|
Mar 23, 2022 |
|
Markets support the Fed’s balancing act
|
Mar 22, 2022 |
|
Powell talking faster than fast
|
Mar 21, 2022 |
|
Peace hopes and understanding
|
Mar 20, 2022 |
|
BoE far more cautious than the Fed
|
Mar 17, 2022 |
|
A far from transitory Fed
|
Mar 16, 2022 |
|
China hit by COVID and Russian relationship
|
Mar 15, 2022 |
|
Will China pick a side?
|
Mar 14, 2022 |
|
Getting close to the edge
|
Mar 13, 2022 |
|
ECB taper talk, while Lavrov tells-tales
|
Mar 10, 2022 |
|
Risk on, but war still on too
|
Mar 09, 2022 |
|
A glimmer of hope
|
Mar 08, 2022 |
|
Day 12 brought more volatility, the search for safety
|
Mar 07, 2022 |
|
Oil keeps increasing, Aussie rises above the confusion
|
Mar 06, 2022 |
|
Powell, Putin and Prices
|
Mar 03, 2022 |
|
Hiking away from the fighting
|
Mar 02, 2022 |
|
Ukraine war ratchets up risk sentiment
|
Mar 01, 2022 |
|
Moderate contagion, so far
|
Feb 28, 2022 |
|
A swift response to the Ukrainian crisis
|
Feb 27, 2022 |
|
Putting the Squeeze on Putin’s Squalid Venture
|
Feb 24, 2022 |
|
Don’t Panic!
|
Feb 23, 2022 |
|
Biden's sanctions first step against Putin’s ‘invasion’
|
Feb 22, 2022 |
|
Putin supports Donbass powder keg
|
Feb 21, 2022 |
|
More war talk adds to a storm of uncertainty
|
Feb 20, 2022 |
|
Ball of confusion as Biden and Putin fight war of words
|
Feb 17, 2022 |
|
Oil rising whilst Putin sits tight
|
Feb 16, 2022 |
|
Risk-on as Putin backs-off (a bit)
|
Feb 15, 2022 |
|
Putin on the brink, Fed ‘out of sync’
|
Feb 14, 2022 |
|
War talk rocks markets, all eyes on the East
|
Feb 13, 2022 |
|
High stakes, higher prices, bigger hikes?
|
Feb 10, 2022 |
|
Bond sell-off on hold ahead of US inflation numbers
|
Feb 09, 2022 |
|
China pushes back green agenda, UK heading for recession?
|
Feb 08, 2022 |
|
Markets still guessing the path of inflation
|
Feb 07, 2022 |
|
US kept working through Omicron peak
|
Feb 06, 2022 |
|
Tight squeeze or a gentle touch?
|
Feb 03, 2022 |
|
A tale of two central banks
|
Feb 02, 2022 |
|
Markets still at odds with RBA and ECB. Who’s right?
|
Feb 01, 2022 |
|
RBA to join the rate-rise race?
|
Jan 31, 2022 |
|
Aussie dollar loses break point
|
Jan 30, 2022 |
|
The aftermath of the Fed
|
Jan 27, 2022 |
|
Fed confirms move to post-pandemic policy
|
Jan 26, 2022 |
|
Ukraine fears creates a risk off sell off
|
Jan 24, 2022 |
|
Turnaround in bonds ahead of FOMC this week
|
Jan 23, 2022 |
|
Aussie jobs flourish and US equities bounce
|
Jan 20, 2022 |
|
Inflation (almost) everywhere
|
Jan 19, 2022 |
|
Markets swallow the post-Omicron outlook pill
|
Jan 18, 2022 |
|
China bucks the tightening trend
|
Jan 17, 2022 |
|
Fed ready to fight inflation on two fronts
|
Jan 16, 2022 |
|
Looking ahead to a better 2022
|
Dec 21, 2021 |
|
Europe’s cold cold Christmas
|
Dec 20, 2021 |
|
A very cautious Christmas
|
Dec 19, 2021 |
|
BoE lifts rates despite everything
|
Dec 16, 2021 |
|
Fed’s turbo taper and dots surprise
|
Dec 15, 2021 |
|
It’s all about dots and jabs
|
Dec 14, 2021 |
|
A little more caution on a lot less news
|
Dec 13, 2021 |
|
UK empties the glass, but markets still half full
|
Dec 12, 2021 |
|
Transmission and inflation - the two concerns
|
Dec 09, 2021 |
|
Banks to sit on their hands, UK to cover their faces
|
Dec 08, 2021 |
|
Omicron’s not so bad, markets hope
|
Dec 07, 2021 |
|
China and Omicron hopes drive a bounce back
|
Dec 06, 2021 |
|
Too tight too quickly?
|
Dec 05, 2021 |
|
There’s a certain uncertainty
|
Dec 02, 2021 |
|
WHO offers a shot in the arm for markets
|
Dec 01, 2021 |
|
Who are you and what have you done with Jerome Powell?
|
Nov 30, 2021 |
|
The bounce, the restrictions, the uncertainty
|
Nov 29, 2021 |
|
Did the markets overreact to Omicron news?
|
Nov 28, 2021 |
|
Talking turkey on central bank thinking
|
Nov 25, 2021 |
|
Is the US getting too hot to handle?
|
Nov 24, 2021 |
|
Happy tales from Euroland
|
Nov 23, 2021 |
|
US dollar rises as Powell stays put.
|
Nov 22, 2021 |
|
A speedy taper and European tantrums
|
Nov 21, 2021 |
|
US continues a slow recovery, Europe’s mounting issues
|
Nov 18, 2021 |
|
Caution after UK inflation surprise. Will Aussie wages ratchet up?
|
Nov 17, 2021 |
|
Tills ring in the USA, jobs bounce back in the UK
|
Nov 16, 2021 |
|
Europe’s caution, China’s hope
|
Nov 15, 2021 |
|
US facing higher prices, more quits, falling sentiment
|
Nov 14, 2021 |
|
Have a little faith
|
Nov 11, 2021 |
|
Eye-popping inflation doesn’t faze the Fed
|
Nov 10, 2021 |
|
Markets out of steam on inflation day
|
Nov 09, 2021 |
|
Taking a breather
|
Nov 08, 2021 |
|
Bond markets wrapped up in a ball of confusion
|
Nov 07, 2021 |
|
Bank of England Backs Down
|
Nov 04, 2021 |
|
Tighter but taking time
|
Nov 03, 2021 |
|
Central banks still grappling with what to do about inflation
|
Nov 02, 2021 |
|
RBA more uncertain than the cup winner
|
Nov 01, 2021 |
|
The winds of change in central bank policy
|
Oct 31, 2021 |
|
Inflation, inflation, inflation. It’ll pass says ECB, again.
|
Oct 28, 2021 |
|
Going bond crazy
|
Oct 27, 2021 |
|
Summers’ Twitter Tirade as US inflation expectations hit 13 year high
|
Oct 26, 2021 |
|
Banks ready to tighten, Biden ready to spend
|
Oct 25, 2021 |
|
Powell wants time to heal
|
Oct 24, 2021 |
|
Commodities down, but inflation fears stay high
|
Oct 21, 2021 |
|
The inflation debate heats up
|
Oct 20, 2021 |
|
Earnings anything but a damp squid
|
Oct 19, 2021 |
|
Inflation and slowing economies. Isn’t there a word for that?
|
Oct 18, 2021 |
|
Shares rising, despite everything. Please explain.
|
Oct 17, 2021 |
|
Have inflation concerns peaked?
|
Oct 14, 2021 |
|
Wages, fuel, supply chains and a not-so-transitory inflation number
|
Oct 13, 2021 |
|
IMF warning central banks to act quickly on inflation
|
Oct 12, 2021 |
|
Energy prices rise further, central banks more hawkish
|
Oct 11, 2021 |
|
Soft jobs numbers won’t dampen the Fed’s tapering intention
|
Oct 10, 2021 |
|
Everyone seems happy to kick the can
|
Oct 07, 2021 |
|
Where is the safe haven?
|
Oct 06, 2021 |
|
Risk on, with inflation? RBNZ ready to lift rates
|
Oct 05, 2021 |
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Stagflation consternation as OPEC sticks to the plan
|
Oct 04, 2021 |
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China to secure fuel at all costs
|
Sep 30, 2021 |
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Markets calmer, but US budget deadline looms
|
Sep 29, 2021 |
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Dangerous Powell, markets run for cover
|
Sep 28, 2021 |
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Is reflation back? Commodities push even higher
|
Sep 27, 2021 |
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Add the debt ceiling to the list of concerns
|
Sep 26, 2021 |
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Optimism. But why?
|
Sep 23, 2021 |
|
Not yet, but soon says the Fed
|
Sep 22, 2021 |
|
Waiting on Evergrande, the Fed and oil inventories
|
Sep 21, 2021 |
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Evergrande Contagion Fears
|
Sep 20, 2021 |
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Just another cautious Monday
|
Sep 19, 2021 |
|
Lots of movement, not much direction
|
Sep 16, 2021 |
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High hopes or buying the dip?
|
Sep 15, 2021 |
|
Has US inflation peaked?
|
Sep 14, 2021 |
|
Oil Higher and RBA’s Lowe-down
|
Sep 13, 2021 |
|
Three reasons to be cautious
|
Sep 12, 2021 |
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ECB, calibrating not tapering
|
Sep 09, 2021 |
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Bank of Canada on pause, ECB unlikely to do the same
|
Sep 08, 2021 |
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RBA ready for the bounce back, eventually
|
Sep 07, 2021 |
|
COVID versus the central banks
|
Sep 06, 2021 |
|
Far from substantial progress, but just a temporary setback?
|
Sep 05, 2021 |
|
Only currencies making moves ahead of US jobs numbers
|
Sep 02, 2021 |
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Markets defensive on fears of slower jobs growth
|
Sep 01, 2021 |
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Falling production, higher prices turns sentiment around
|
Aug 31, 2021 |
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Hold on for the payrolls
|
Aug 30, 2021 |
|
Powell maintains taper silence
|
Aug 29, 2021 |
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Kabul blasts hit sentiment, markets hold for Powell’s taper talk
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Aug 26, 2021 |
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High hopes keep getting higher
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Aug 25, 2021 |
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More jabs, more optimism, higher Aussie dollar
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Aug 24, 2021 |
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Markets turn giddy on COVID news
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Aug 23, 2021 |
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Kaplan’s hawkish wings are clipped
|
Aug 22, 2021 |
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Commodities fall, VIX jumps, Aussie hit hard as growth concerns rise
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Aug 19, 2021 |
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Central banks holding back
|
Aug 18, 2021 |
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Will RBNZ still hike rates today, even in a lockdown?
|
Aug 17, 2021 |
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China’s slowdown gives confidence another blow
|
Aug 16, 2021 |
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Back to uncertainty
|
Aug 15, 2021 |
|
On the road to nowhere
|
Aug 12, 2021 |
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Inflation the way the Fed wanted it
|
Aug 11, 2021 |
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Will US CPI give markets the direction they are looking for?
|
Aug 10, 2021 |
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Code red, but focus is on the Fed
|
Aug 09, 2021 |
|
US jobs – is this ‘substantial progress’?
|
Aug 08, 2021 |
|
Watch Germany go
|
Aug 05, 2021 |
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Jobs boost for NZ, whilst US jobs fail to pick up
|
Aug 04, 2021 |
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A tale of two central banks, both focused on a strong recovery
|
Aug 03, 2021 |
|
More caution on manufacturing undershoot
|
Aug 02, 2021 |
|
Has China fallen out of love with Aussie iron ore?
|
Aug 01, 2021 |
|
US GDP was better than it looks
|
Jul 29, 2021 |
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Markets turn as Powell reaffirms ‘some way to go’
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Jul 28, 2021 |
|
Rocky road for China investors
|
Jul 27, 2021 |
|
Real yields reach lows, vaccine reach slows
|
Jul 26, 2021 |
|
High hopes, big concerns and fewer babies
|
Jul 25, 2021 |
|
Strong earnings, cautious ECB and NZ’s first day without QE
|
Jul 22, 2021 |
|
Risk back on with rebound expectations
|
Jul 21, 2021 |
|
Markets recover, but why?
|
Jul 20, 2021 |
|
Markets Hit by the Delta Blues
|
Jul 19, 2021 |
|
OPEC drip feeds more oil
|
Jul 18, 2021 |
|
Cautious for no clear reason
|
Jul 15, 2021 |
|
More inflation, RBNZ moves first
|
Jul 14, 2021 |
|
Another US inflation surprise. Still transitory?
|
Jul 13, 2021 |
|
Stocks high on earning hopes; times changing for ECB
|
Jul 12, 2021 |
|
Delta’s day off
|
Jul 11, 2021 |
|
2 percent or not 2 percent, that is the question
|
Jul 08, 2021 |
|
Fed minutes trumped by ECB strategy review
|
Jul 07, 2021 |
|
Markets cautious on numerous fronts; RBA focuses on data not dates
|
Jul 06, 2021 |
|
Freedom Day for the UK, D-Day for the RBA
|
Jul 05, 2021 |
|
Payrolls just the job for Goldilocks
|
Jul 04, 2021 |
|
The last day of treading water
|
Jul 01, 2021 |
|
Ignoring the talk, waiting for the facts
|
Jun 30, 2021 |
|
Confidence rising, but so is the Delta strain
|
Jun 29, 2021 |
|
Reflation retreats a little as virus spreads further
|
Jun 28, 2021 |
|
Lock down means no RBA lowdown
|
Jun 27, 2021 |
|
Biden whittles down plan to win support
|
Jun 24, 2021 |
|
The crawl back is done, reflation takes over
|
Jun 23, 2021 |
|
Fed cools things down; words from the RBA later
|
Jun 22, 2021 |
|
Swift turnaround as markets rethink FOMC response
|
Jun 21, 2021 |
|
Aussie dollar caught in the storm
|
Jun 20, 2021 |
|
NZ GDP, Aussie employment both punch the lights out, but currencies fall
|
Jun 17, 2021 |
|
Fed speeds up rate hike roadmap
|
Jun 16, 2021 |
|
Retail sales numbers add to caution ahead of the FOMC
|
Jun 15, 2021 |
|
Oil nudges higher, bond yields bounce back ahead of FOMC meeting this week
|
Jun 14, 2021 |
|
Market unphased by US CPI; ECB stays dovish despite upping forecasts
|
Jun 10, 2021 |
|
Inflation – mixed signals and opinions ahead of US CPI
|
Jun 09, 2021 |
|
Markets going nowhere, yet US job openings boom
|
Jun 08, 2021 |
|
Goldilocks loses a little of her shine
|
Jun 07, 2021 |
|
US jobs numbers hit the sweet spot
|
Jun 06, 2021 |
|
Taper torment with more calls for Fed to take their foot off the pedal
|
Jun 03, 2021 |
|
Beige Book highlights ‘brisk rise’ in input costs
|
Jun 02, 2021 |
|
No surprises from the RBA, and don’t be surprised by an uptick in Aussie GDP today
|
Jun 01, 2021 |
|
China wants to curb the Yuan and grow the family
|
May 31, 2021 |
|
Month end comes early for some
|
May 30, 2021 |
|
More central bankers wanting to ease off the pedal
|
May 27, 2021 |
|
RBNZ talks it up, Europe talks it down
|
May 26, 2021 |
|
China gets Yuan Up on the Dollar
|
May 25, 2021 |
|
Low volumes, more risk, less inflation concerns
|
May 24, 2021 |
|
Lagarde’s tapering reluctance; vaccines winning against mutations
|
May 23, 2021 |
|
It was another Turnaround Thursday
|
May 20, 2021 |
|
Fed taper talk pushes yields higher
|
May 19, 2021 |
|
US dollar heading to 2018 lows
|
May 18, 2021 |
|
Uncertain markets change direction again
|
May 17, 2021 |
|
Inflation, confidence and retail, merely temporary
|
May 16, 2021 |
|
Fewer jobless claims and hopes of a faster recovery
|
May 13, 2021 |
|
The inflation shock we were warned about
|
May 12, 2021 |
|
Vertigo and Inflation Fears
|
May 11, 2021 |
|
Inflation, hugs and shrinking deficits
|
May 10, 2021 |
|
Does the US jobs shortfall vindicate the Fed’s cautious approach
|
May 09, 2021 |
|
Let’s not get carried away
|
May 06, 2021 |
|
Will the Bank of England taper before the Fed?
|
May 05, 2021 |
|
Yellen’s Rates Call Surprises, RBA ups forecast
|
May 04, 2021 |
|
Demand beating supply. Inflation anyone?
|
May 03, 2021 |
|
A bad end to a solid month
|
May 02, 2021 |
|
The price of supply chain disruption
|
Apr 29, 2021 |
|
Long ways to go, says Powell
|
Apr 28, 2021 |
|
Treading water, but inflation expectations are on the rise again
|
Apr 27, 2021 |
|
Reflation reigns for now
|
Apr 26, 2021 |
|
Risk on, for how long?
|
Apr 25, 2021 |
|
ECB avoids taper-talk, Biden’s rumoured tax grab
|
Apr 22, 2021 |
|
Hawkish BoC boosts Canadian dollar
|
Apr 21, 2021 |
|
Market cautious over speed of recovery
|
Apr 20, 2021 |
|
Wall Street pulls back during a quiet session
|
Apr 19, 2021 |
|
Bitcoin stalls, but US economy set to rip
|
Apr 18, 2021 |
|
Topsy Turvey Response to a Good News Day
|
Apr 15, 2021 |
|
Earnings up, Aussie confidence on a roll, oil shoots higher
|
Apr 14, 2021 |
|
Vaccine slow down and inflation signs
|
Apr 13, 2021 |
|
US CPI today; all jabs are not equal
|
Apr 12, 2021 |
|
New highs, fast jabs and more inflation brush off
|
Apr 11, 2021 |
|
Job confusion, yield consolidation, vaccine concerns
|
Apr 08, 2021 |
|
Markets Lacklustre, Unsurprising FOMC minutes
|
Apr 07, 2021 |
|
Consolidating and vaccinating
|
Apr 06, 2021 |
|
US bounce pushes equities to record highs
|
Apr 05, 2021 |
|
Markets Rally Ahead of Biden’s Philly Talk
|
Mar 31, 2021 |
|
Biden the builder
|
Mar 30, 2021 |
|
Open for business
|
Mar 29, 2021 |
|
Optimism, despite block trades and blocked trade
|
Mar 28, 2021 |
|
Mixed sentiment sees markets move sideways
|
Mar 25, 2021 |
|
A wedged ship, vaccine wrangles add to delay concerns
|
Mar 24, 2021 |
|
Oil price spills over COVID recovery concerns
|
Mar 23, 2021 |
|
US bond yields fall; risk sentiment boosts equities
|
Mar 22, 2021 |
|
SLR and all that
|
Mar 21, 2021 |
|
Fed pushes bond yields up, Russia drives oil down
|
Mar 18, 2021 |
|
Strong market reaction as Fed changes nothing
|
Mar 17, 2021 |
|
Slow movement, soft data
|
Mar 16, 2021 |
|
Clots slow down the EU vaccine rollout
|
Mar 15, 2021 |
|
Yields higher, jabs faster, inflation expectations lower
|
Mar 14, 2021 |
|
ECB to buy faster, US job claims slowing
|
Mar 11, 2021 |
|
Low US inflation, Lowe’s go slow, China borrows to grow
|
Mar 10, 2021 |
|
Another big share flip and a boost in Aussie business confidence
|
Mar 09, 2021 |
|
Turning away from tech as yields push higher
|
Mar 08, 2021 |
|
US – strong jobs numbers, $1.9 trillion injection almost there
|
Mar 07, 2021 |
|
Powell gives no answers, bond yields climb again
|
Mar 04, 2021 |
|
Bond yields are at it again
|
Mar 03, 2021 |
|
Australia’s growth, China’s warning
|
Mar 02, 2021 |
|
RBA buys up ahead of today’s meeting
|
Mar 01, 2021 |
|
Bond yields switch direction as volatility continues
|
Feb 28, 2021 |
|
A big bond sell-off.
|
Feb 25, 2021 |
|
The battle to be king of the doves
|
Feb 24, 2021 |
|
Will the RBA play catch up?
|
Feb 23, 2021 |
|
Bond yields go crazy, Aussie dollar hits another multi-year high
|
Feb 22, 2021 |
|
Multi-year highs for the Aussie Dollar and Sterling, whilst US yields shoot higher
|
Feb 21, 2021 |
|
US equities fall, pound rises ahead of Boris’ escape plan
|
Feb 18, 2021 |
|
The US: more shopping, higher producer prices
|
Feb 17, 2021 |
|
Treasury yields rise sharply as reflation rolls on
|
Feb 16, 2021 |
|
US rest day can’t stop reflation
|
Feb 15, 2021 |
|
All the ex-President’s men
|
Feb 14, 2021 |
|
Powell’s slow road, Biden plays it cool with China
|
Feb 11, 2021 |
|
Markets bide their time, with soft US inflation and a Dovish Riksbank
|
Feb 10, 2021 |
|
China’s Credit Surprise Boosts Euro. Here’s why.
|
Feb 09, 2021 |
|
Yellen Denies Great inflation Expectations
|
Feb 08, 2021 |
|
Inflation debate over Biden’s stimulus as jobs growth disappoints
|
Feb 07, 2021 |
|
US and UK blossom, as Euro struggles
|
Feb 04, 2021 |
|
New Zealand, first out? Mario’s return. Oil at pandemic high.
|
Feb 03, 2021 |
|
Philip Lowe set to explain the dovish RBA stance
|
Feb 02, 2021 |
|
Moving on from GameStop, back to abnormality
|
Feb 01, 2021 |
|
Reddit Warriors, Vaccine Nationalism and Morrison’s Budget Repair
|
Jan 31, 2021 |
|
Reddit Rebels shut out, US growth slows
|
Jan 28, 2021 |
|
Big falls in shares ahead of a dovish Fed
|
Jan 27, 2021 |
|
Asian equities hit, US stimulus delayed, Aussie inflation today
|
Jan 26, 2021 |
|
Vaccine delays throw dampener on recovery timelines
|
Jan 24, 2021 |
|
ECB sticks with bond buying plans and readies for double dip recession
|
Jan 21, 2021 |
|
Inauguration Day Highs
|
Jan 20, 2021 |
|
America Goes Gaga as Janet Yellen Acts Big
|
Jan 19, 2021 |
|
Trump’s last day – how much will Biden undo?
|
Jan 18, 2021 |
|
Is Biden’s Honeymoon Over Already?
|
Jan 17, 2021 |
|
Bond yields rise further as Powell puts paid to tapering
|
Jan 14, 2021 |
|
Bond yields fall on less taper talk; Biden ready to spend big
|
Jan 13, 2021 |
|
Treasury appetite is still strong
|
Jan 12, 2021 |
|
How much stimulus is too much?
|
Jan 11, 2021 |
|
A Blue Wave into 2021
|
Jan 10, 2021 |
|
US pays out whilst UK digs in
|
Dec 21, 2020 |
|
US deal imminent. UK marooned. Brexit all at sea
|
Dec 20, 2020 |
|
One minute to midnight on US and UK-EU deals
|
Dec 17, 2020 |
|
Imminent fiscal deal, a narrow path to Brexit and a Fed waiting
|
Dec 16, 2020 |
|
Hope springs eternal, on both sides of the Atlantic
|
Dec 15, 2020 |
|
Vaccine optimism dimmed by new strain
|
Dec 14, 2020 |
|
US in Warp Speed whilst UK Dithers
|
Dec 13, 2020 |
|
UK-EU no deal looms, Aussie breaks 75 cents, ECB to buy more bonds
|
Dec 10, 2020 |
|
A Big Day For Europe
|
Dec 09, 2020 |
|
UK trade talks to get an injection, but the prognosis is not good
|
Dec 08, 2020 |
|
UK & EU leaders to hold last ditch meeting, pound is choppy
|
Dec 07, 2020 |
|
60 percent chance of a UK-EU trade deal
|
Dec 06, 2020 |
|
One deal down, two to go
|
Dec 03, 2020 |
|
More US stimulus talk, less Brexit hope and Brits ready for the jab
|
Dec 02, 2020 |
|
China’s PMI high, Australia's GDP bounce, the Brexit tunnel, OPEC delays and a US stimulus deal
|
Dec 01, 2020 |
|
Gone Fishing
|
Nov 29, 2020 |
|
Astra Zeneca re-run, Lane’s credit concerns
|
Nov 26, 2020 |
|
Not much to be thankful for
|
Nov 25, 2020 |
|
Trump relents, oil climbs and Dow hits new high
|
Nov 24, 2020 |
|
More positive vaccine news, but equities are cautious
|
Nov 23, 2020 |
|
Revised Aussie Growth Forecast and a Fed-Treasury Spat
|
Nov 22, 2020 |
|
Lockdown jitters
|
Nov 19, 2020 |
|
Lockdowns and infections overshadow further positive vaccine news
|
Nov 18, 2020 |
|
Markets take a breather, but standby for more vaccine news
|
Nov 17, 2020 |
|
And another one
|
Nov 16, 2020 |
|
Vaccine vs infections– the only news that seems to matter
|
Nov 15, 2020 |
|
Markets realise there’s tumult before a vaccine
|
Nov 12, 2020 |
|
Vaccine rally continues, but central banks are more guarded
|
Nov 11, 2020 |
|
Tech hit by vaccine and antitrust moves. RBNZ today, less dovish perhaps?
|
Nov 10, 2020 |
|
Markets Injected with Vaccine Furore
|
Nov 09, 2020 |
|
A blue wave is still possible, but two months of ‘no’
|
Nov 08, 2020 |
|
Biden likely to win. Fed on hold. Fiscal stimulus desperately needed.
|
Nov 05, 2020 |
|
Divided They Stand
|
Nov 04, 2020 |
|
Lowe goes heavy, US stocks run hot on Biden hope
|
Nov 03, 2020 |
|
Markets turn green on hope of a blue victory
|
Nov 02, 2020 |
|
Prepare for a bumpy start to November
|
Nov 01, 2020 |
|
US GDP bounces back, and so do equities, for now
|
Oct 29, 2020 |
|
Markets hit hard on concerns over COVID and the election aftermath
|
Oct 28, 2020 |
|
Is the Biden Trump gap closing?
|
Oct 27, 2020 |
|
COVID worries get classic risk-off treatment
|
Oct 26, 2020 |
|
Markets running scared at start of Halloween week
|
Oct 25, 2020 |
|
Trump’s Last Stand; PMI’s Galore Today
|
Oct 22, 2020 |
|
Look Who’s Talking (x2)
|
Oct 21, 2020 |
|
Still wishing and hoping on stimulus deal
|
Oct 20, 2020 |
|
Deal or No Deal, transatlantic edition
|
Oct 19, 2020 |
|
A calm Friday, but it could be a volatile week
|
Oct 18, 2020 |
|
Risk off mood as virus cases rise, Lowe’s dovishness hits bond yields
|
Oct 15, 2020 |
|
Trump talks it up. Will Lowe talk it down?
|
Oct 14, 2020 |
|
The Aussie Coal Ban and Earnings Caution
|
Oct 13, 2020 |
|
Barrett Trumps Stimulus on Columbus Day
|
Oct 12, 2020 |
|
US dollar sinks along with Trumps hopes
|
Oct 11, 2020 |
|
Markets cling on to stimulus hopes, but maybe after a Biden victory
|
Oct 08, 2020 |
|
Markets bounce back on piecemeal stimulus hopes
|
Oct 07, 2020 |
|
Markets take a hit as Trump ditches stimulus talks
|
Oct 06, 2020 |
|
Don’t be Afraid of COVID
|
Oct 05, 2020 |
|
One big October surprise
|
Oct 04, 2020 |
|
Fiscal stalemate and long tunnel vision
|
Oct 01, 2020 |
|
Strong US data with no room for chicken lickens
|
Sep 30, 2020 |
|
No more heroes anymore
|
Sep 29, 2020 |
|
Taxing issues don’t hold back risk sentiment
|
Sep 28, 2020 |
|
Courting support ahead of election debates
|
Sep 27, 2020 |
|
Are bailouts bygones?
|
Sep 24, 2020 |
|
Aussie dollar dips lower as risk sentiment rises
|
Sep 23, 2020 |
|
Powell asks for support, Debelle hints at easing, NAB revises rates forecasts
|
Sep 22, 2020 |
|
Equities fall, bond yields weaken, virus concerns rise
|
Sep 21, 2020 |
|
Now, a word from your central bank
|
Sep 20, 2020 |
|
Equites fall again, BoE talks negative rates
|
Sep 17, 2020 |
|
Fed says three years near zero
|
Sep 16, 2020 |
|
China shops, RBA waits, FOMC meets
|
Sep 15, 2020 |
|
Pfizer vaccine by year end and more easing by the RBA?
|
Sep 14, 2020 |
|
Six months on, a still uncertain future
|
Sep 13, 2020 |
|
Pound pummelled as UK EU relationship turns sour
|
Sep 10, 2020 |
|
Equities bounce back ahead of ECB meeting
|
Sep 09, 2020 |
|
US equities hit again, Boris and Donald play tough guys
|
Sep 08, 2020 |
|
Brexit Brinkmanship and the Melbourne effect
|
Sep 07, 2020 |
|
US jobs coming back, but harder from here
|
Sep 06, 2020 |
|
Sobering up; equities hit, Aussie dollar slides ahead of a slow recovery
|
Sep 03, 2020 |
|
A slower recovery than hoped for? Yet equities still rise.
|
Sep 02, 2020 |
|
Europe’s prices drop, US shares rise, Aussie GDP today
|
Sep 01, 2020 |
|
Aussie dollar flying high, US equities stall
|
Aug 31, 2020 |
|
US dollar falls as Fed’s policy sinks in
|
Aug 30, 2020 |
|
Powell’s average address
|
Aug 27, 2020 |
|
High winds, high hopes and higher equities
|
Aug 26, 2020 |
|
Choppy waters, with a flash of hope for Germany
|
Aug 25, 2020 |
|
Looking on the bright side of life
|
Aug 24, 2020 |
|
Europe slows down, Trump’s vaccine plans speed up
|
Aug 23, 2020 |
|
Equity highs, then PMIs
|
Aug 20, 2020 |
|
FOMC minutes fail to map out direction
|
Aug 19, 2020 |
|
Stocking up and moving up
|
Aug 18, 2020 |
|
Aussie flies higher, US equities higher still
|
Aug 17, 2020 |
|
Longer lockdowns, no trade talks, Democrats swing into action
|
Aug 16, 2020 |
|
Jobs, stimulus and bond yields
|
Aug 13, 2020 |