All Episodes
NAB Morning Call — 1000 episodes
Higher and Higher
More of the same
Slowdown!
Weekend Edition: Australia’s Place in the AI Race: Passenger or Pioneer?
No brainer
Buybacks and battles - big moves in oil and bond yields
Tit for tat tariffs
Yen’s Night, Copper High
Payrolls reinforce rate rise, but Trump wants a cut
Weekend Edition: Brad Carr’s Five Big Worries
Waller Sounds the Bell of Hope for Inflation Outlook
Unexpected hawks and doves
Attacks, inflation and vigilantes
Month end, but no end for Iran
Hawkish Warsh
Weekend Edition: Platinum, gold’s harder working cousin
A rate hike and a cause for celebration
Refusing to back down
The Strait of Good Hope
The Economic Outcast and Other Stories
Bessent's Big Week
War, drought, debt – Simon French on Europe’s challenges
Disorderly trading?
The Bessent Buyback
Fear of commitment
Gloomy Monday
Glass half empty
Weekend Edition: Talkin’ Bout A Revolution
Softly Softly
No worse than expected
Wait and see
We don’t talk any more
Soft Jobs
Weekend Edition: On track for Net Zero? Do we know?
Kicking off again
Taking stock
Otherwordly
Open Tomorrow. Or Not.
Action on the Yen, no action in the Gulf
Weekend Edition: Industry Reservations on Gas Reforms
A world of confusion
Follow you, follow me
Just the way we like it
The chips are down (again)
Calm in the Storm
Weekend Edition: Gold - safe haven or speculative investment?
Oil back to triple digits
Oil climbs, diplomacy subsides
Pickaxe Diplomacy
Could a 10-day ceasefire stop the escalation in the Gulf?
Double Disruption
Weekend Edition: Taxing time for the gas industry
US Moderate Exceptionalism
Living in the Seventies
A thing of the past, but not yet.
Guardian for hire
Markets cling to hope
Weekend Edition: The ticking China timebomb
We are over it!
Trumps war of words
It’s not over till it’s over
Back and buying
Is this where oil is now?
Weekend Edition: Geoff Wilson on Taxing the future
Soft jobs, but not too soft
Nothing too Sintra-lating
Not so Zen about the Yen
What’s On: Doha, Tokyo, Sintra, Washington, Moscow
Skirmishes, Sintra and US Jobs Week
Weekend Edition: AI - Revolution, bubble or doomsday?
Peace de Résistance
Oil slides through the Strait, but underlying Aussie CPI is sticky
Risk off, but why?
More peace hope, more tech caution
No Strait Answer
Weekend Edition: Is property investment on the slide?
Big sail on, all ships must go
A succinct and hawkish Fed
Oil falls further, RBA holds
Strait Talking
A few hours away
Weekend Edition: Japan's High Flying Trapeze Act
A mega TACO moment
Paying the price of war
Helicopter oil money, and hike-free RBA?
Fed more certain, Gulf more unsettled
Weekend Edition: Electrifying Australia
Jobs Day
Warsh’s Dilemma
Slower growth for Australia
The truth about oil
The Still Waiting Game
Weekend Edition: Strait to the dinner table
Just a nod from Donald
Softer CPI, RBNZ itching to hike, hope drives oil lower
All Fired Up
Great Deal or No Deal
Optimistic exuberance to come?
Weekend Edition: Gearing Up for Gearing Down
Cracks starting to show
Just passing through
Oil has been rising, pass it on
Divided we stall
Xiing is Believing
Weekend Edition: Flying through an energy crisis
China warns of the Thucydides Trap
Battle chess with China
Chalmers, Starmer and Calmer
Iran’s ‘piece of garbage’
Good jobs and new hope
Weekend Edition: Joie de Super
The Waiting Game
Freedom Replaced with Hope
War on hold, RBA on the move
Oil higher as ceasefire breaks
Iran hasn’t paid the price
Weekend Edition: Beyond the Blockade. The Real-World Cost of the War.
New oil highs, AI distractions and Yen manipulation?
Divided He Falls. But Stays.
Still Rising
Call me sometime
Weekend edition: Steady Hand, Shifting Sands
Ratcheting Up
Looking through the fog of war
No talk, no sock puppet
You're Fired (on!)
An open and shut case
Weekend Edition: Phil Suttle on Blockades, AI booms and the end of efficiency
Mixed Messages
Buying Time
Talk of Talks
Stop the Boats
Stalemate
Weekend Edition: CEFC, NAB and the path to net-zero
The Phantom Toll Booth
Back from the brink, but not far back
Will he or won’t he?
Ratcheting Up
Terry Haines on Trump’s Strategic De-escalation
Glimmers of Hope
Walk Away
Powell talks down rate hikes
Inflation or demand destruction?
Weekend Edition: Build to Rent – the way of the future?
Will they, or won't they?
De-escalation? Perhaps.
Troops. Attacks. And Oil Back on the Rise.
Sounding the TACO bell
D-day for Hormuz
Weekend Edition: Martin Wolf on Navigating the Energy Shock
Energy Jolt: Attacks on Gas and Oil are Spiking Bond Yields
Fed says, ‘don’t worry’.
The R word
Risk appetite rises, but why?
Banks and bombs
Weekend Edition: Brookfield's Upson on AI's $7 trillion opportunity
War of words
Oil trapped by Strait’s jacket
Hawkish RBA and another TACO moment?
Reserves add a little light relief
A Crude Awakening
Weekend edition: Anastasia Clarke - pivotal moments on the way up
No end in sight
US ISM shines above war clouds
War escalates further. Stagflation?
How long will the fury last?
Running for Cover
Weekend Edition: NextDC – shovels for the AI gold-rush
Not Good Enough?
Aussie high, Yen lower, tech stocks optimistic
Tariffs back at 10 percent, AU inflation out today
About Turn on Risk
Courting global tariffs as US GDP takes a hit
Weekend Edition: AI Creates Jobs Too.
Aussie unemployment supports rate hike, higher tension in Middle East
War, wages and algorithms
Choppy markets settle as Middle East war risk fades
Out of Office
US inflation slows faster, but still a bit to go
Weekend Edition: From Dairy to Data: Can NZ Outgrow Australia’s Shadow?
The chips are down
Buy baby buy
Weak retail sales ahead of payrolls
Are things too good in the lucky country?
Will US optimism survive a record week for data?
Weekend Edition : Minotaur’s Funds Management by AI
Job slowdown and more AI worries
Tech hit, Iran delays, JOLTs today
RBA suggests a longer road to lower inflation
RBA’s new forecasts, no jobs data from the US
Gold goes cold as Fed takes a Warsh
Weekend Edition: An oil glut amidst geopolitical uncertainty
Too much AI? Will Trump strike Iran? China boosts iron ore.
Fed on hold for how long? RBA hike even more likely
Greenback goes even lower
Strong Aussie, rising Yen, less mighty dollar
Weekend Edition: the strategy behind Trump’s territorial intent
Escalate to de-escalate, again
No Going Back
Greenland heats up; Japan’s Liz Truss moment
Will Europe retaliate?
Snowblind
Weekend Edition: The property turnover problem
Calm Down
Uneasy Feeling
Help is on its way
Riding the Retribution Highway
Slip sliding away
Weekend Edition: 2025 – The Year Australia Held Its Own
Central Banks Deck the Halls with Cuts and Holds
Banking on a cut, a hike and a hold.
Get ready for rate hikes in early 2026
The Great Crawl of China
Central Banks Last Dash
Weekend Edition: View from the floor
Yields fall with Aussie jobs slide
Divided they cut
Is February in the running for an RBA hike?
The only way is up
RBA & Fed Week
Weekend Edition: Is Australia’s soft landing sustainable?
Could an RBA rise come sooner?
US jobs fall, AU GDP, softer but strong
A tiny bit more risk
Not very Zen
Back where we started from
Weekend Edition: The challenges for Aussie cotton
Lots to be thankful for
RBNZ cuts, BoE might, RBA won’t
US hope, UK fears, Aussie CPI
Tech looks for Fed’s gift for Christmas
A better week to come?
Weekend Edition: Super investments and the Aussie dollar
Too much is not enough
Too early, too late and too much
Nervous
Waiting for the numbers
No Bull on Beef tariffs
Weekend Edition: How far will AI investment go?
Is that it for the RBA? US missing October.
US vote to open, high for Aussie housing investment
US Ready to Open, Aussie confidence climbs, UK employment glum
Shutdown showdown ready to end? RBA’s easing over?
Not so fast!
Weekend Edition: Diversifying Australia
Jobs data lost on the foggy highway
Markets Climb, Jobs Hold, Trump's Wobbles
The race to stop inflation
Housing hotter ahead of RBA forecasts
Dribs and drabs
Weekend Edition: The Tasman Divide
He says, Xi Says
Fed Cuts, RBA in May, or Maybe Not
US confidence slides, tech expectations rise, Aussie CPI out today
Aussie dollar gains, gold dives on US China optimism
Deals, earnings and central banks – a busy week ahead
Weekend Edition: Is Australia America’s New best Friend?
Trump’s oil sanctions hit home
Light On
Gold prices lower, yet uncertainty is piled higher
Australia US deal - we dig it.
Getting along with China
Weekend Edition: Australian housing on the road to $12 trillion
The facts about Aussie employment
US earnings strong, future uncertain.
Powell talks jobs down, drives equities up
Peace for Middle East, hopes for China deal
Hot air on rare earths
Weekend Edition: The thirst for gold. How long before it loses its shine?
Markets cautious in data drought
Fed Minutes, Gold’s New High and the RBNZ’s big cut
US shut for a week, gold over $4k, RBNZ ready to cut
Konnichiwa and Au Revoir
Abenomics to rise again? Surprise as Takaichi wins the leadership race in Japan.
ASK ANDREW: On AI, Trump, Global Warming, Asia, Debt and Fraud
The jobs challenge
Dancing in the Dark
Schools Out. And so is the US government.
Lights out for US government
Happy Friday
Weekend Edition: China and US. Who holds the cards?
Faster US growth ahead of PCE data pushes us equities lower
Inflation numbers likely to keep RBA on hold well into next year
Powell keeps quiet, Trump speaks out
All talk from central bankers
US shares carry on regardless
Weekend Edition: Stablecoin – the Australian opportunity
More central bank decisions, more US optimism
Fed’s risk management cut
Cautious markets a day out from the Fed
Too ready for a Fed easing cycle?
Aussie dollar climbs above the uncertainty
Weekend Edition: Less autonomous central banks and the return of inflation
US inflation, jobless claims and equities, all pushing higher.
Less inflation and the world’s richest man
BLS rewrites US jobs history
Will US jobs numbers be revised down today?
US jobs shock. The focus is now on inflation.
The fragile hopes of Stablecoin
Get ready for the (soft?) US jobs number
Jobs openings data shows US on go slow
Soured sentiment sends yields soaring in the US and UK
Gold and the power triple
A week of politics, US jobs data and Aussie GDP.
Weekend Edition: The AI race. Build fast. Build big.
Does the growing US economy need a rate cut?
India slapped hard, Europe plays nice and NVIDIA offers no big surprise.
You’re Fired! Assuming it is legal.
Doves wings clipped
Who Let the Doves Out?
Weekend Edition: Dealing with the US. The tactics of an Aussie trade negotiator.
Walmart drags equities down, yields rise ahead of Jackson Hole
Tech fears and a Fed firing?
RBNZ ready to cut. US tech stocks step back.
Trump tries for a trilateral
US spends, China stumbles. Consumers worry
Weekend Edition: Japan works through its unwritten trade deal
Tariff effects? US producer prices, UK trade and Europe’s industrial production
Equities rise, bond yields falling. Bessent calls for bigger rate cut.
Swallowing the cost of tariffs
Tariffing in, taxing out
Trump’s man for the Fed
Weekend Edition: A Bold Take On Big Business
Tariffs kick in & BoE’s Close Call
Equites up as Apple brings it home
More tariffs and more stagflation fears
Oil down as Trump threatens India and OPEC+ pushes supplies higher
Revising history
Weekend Edition: NZ Super Fund – time on their side
Tariff delays already, ahead of today's deadline.
‘No preset course’ says Powell, as Fed waits longer
Oil worries, job slowdown and mega MAGA borrowing requirement
EU a little less excited one day on
Europe scores a deal
Weekend Edition: Can Australian exports iron out climate woes?
Trump drops by the Fed
Japan deal helps auto sector, but Trump still in the driving seat
24 hours from Tesla (and Alphabet)
Markets pulled between earnings and tariffs
Not so big in Japan.
Weekend Edition: Trump’s Winners and Losers
Accentuating the positive – S&P hits new high
You’re Not Fired (Yet)!
Are tariff impacts beginning to show?
Tepid Trump , Ruthless Rachel and Inflation Insights
Another TACO moment?
Weekend Edition: Delving deep into household spending
Markets ignore a 50% hit on Brazil
As quiet as it gets
Trump strikes a blow with copper
Zen and the Art of Trade Realignment
Tariffs are back. How hard will Trump go?
Weekend Edition: Will the Republicans Sail Through the Mid-Terms?
Beautiful Done Deal. Unemployment Down. Happy 4th July.
Vietnam’s deal, UK tears and a deluge of jobs data
Big Bill, Low Dollar
Canada caves, will others be forced to follow?
The MAGA MegaBill and Big Trade Deals
Weekend edition: Live long and prosper
Dedollarisation Day
The 5% Club
Highs and lows from Middle East peace hopes
Missiles don’t land, but Fed doves fly
Bunker down and pizza
Weekend Edition: Building bigger and better.
Kicking the can on Iran, dovish hold from the BoE
Fed all agree to hold, but mixed view on dots as outlook weakens
More signs of US slowdown, as Middle East tensions escalate
Underpricing war? Pulling out of the dollar.
Oil prices rise, gold hits new high, as Middle East war escalates
Weekend Edition: Back from the brink. How to save a business in distress.
Dollar not so mighty, job claims rising, Trump has envelopes ready.
No big deal, but softer US CPI.
All quiet on tariff talks, but UK surprises with soft jobs data
All eyes on US China talks. Trump wants rocket fuel from the Fed.
Weekend Edition: Trump is not the end of the world
Talks with Xi, a Broken Bromance and Jobs Worries
Economy goes soft as Trump plays hardball
Job openings up, but growth forecasts down (globally and at home)
Doubling Down on Doubling Up
Oil and steel kick off a week, that finishes with jobs
Weekend Edition: A pragmatic Trump and a determined China
Courting Trump
NVIDIA beats of revenue, but misses on margin
US bounces back from a long weekend
Trump’s EU U-turn
Going round in circles
Ask Andrew: On NAB Earnings, the RBA, AI and the Economy
Bonds back from the brink
Should we be worried about US yields?
It could have been bigger
Deal and no deal
Talking in all directions
Weekend Edition: Thinking beyond the deal
Bond yields sink as Fed bets rise
The bounce and the Beautiful Bill
Markets rally on hopes of more deals
90-day reprieve on debilitating US China tariffs
Substantial progress. But who holds the cards?
Weekend Edition: CRE – Why Everyone Needs Good NABERS
A deal, a cut and another Trump trade tip
Patient Powell wants to wait and see
Trump will make the call on tariffs, but not interest rates
Markets uncertain despite strong Services ISM
Will US jobs survive the tariff war?
Weekend Edition: Dwelling prices on the rise. Where next?
Strong earnings, future concerns
US economy shrinks, but is it temporary?
Hopes remain as real data starts to flow in
What’s in store for US shoppers?
99 days of confusion
Weekend Edition: The Dollar Will Continue to Slide, Come What May
China’s tariff hopes. A less worse scenario.
Peak Trump? Bouncing back on hope of deals
Battle for the Fed Control
Weekend Edition: Flying on Thin Margins
NVIDIA AI chip ban as trade war with China escalates
Boeing banned, bearish bank survey, royal win for Britain?
More tariff exemptions, but equities lose their early gains
CEOs force exemptions. Is Trump ready to deal?
Weekend Edition: Does money supply determine economic health?
Short lived optimism
Trump Caves, Stocks Soar
Five Minutes to Midnight
Bad Medicine and Lots of Hope Priced In
China hits back. EU makes plans.
Weekend Edition: Australia’s happy place in the geopolitical landscape
Horror session after the gory details
Lousy Timing
RBA on hold, Trump ready to go
Fools Gold
Friday’s stagflation fears
Weekend Edition: Age Care Crisis Only Partially Fixed
Not tariffic for US auto makers
Cars and Copper – next for the Trump Treatment
Less confidence, less missiles
The brief return of exceptionalism
Nine More Sleeps
Weekend Edition: Bank Hybrids. Just too complex?
Digesting the Fed’s Transitory Inflation Assumption
Fed focused on “signal to noise” ratio
Ceasefires – one ends as another opens up, perhaps
No news, good news
Future plans
Weekend Edition: Does Australia need to spend big on defence?
Booze battle brewing
Aluminium and steel tariffs, no exceptions. So far.
It was turnaround Tuesday
Is the US heading for a recession?
Working through the detox
Weekend Edition: How can women move faster up the corporate ladder?
Europe - Cut Rates and Rearm
Europe’s Bonds Dive
The trade war has begun, the battle over Ukraine defences continues.
An ocean apart
Keeping the dream alive
Weekend Edition - Where Australia sits in a Trumpian world
Did I say April? I meant March.
Tariffs: Mexico and Canada delayed, 25% coming Europe’s way
Feeling Risky
Markets coast as politics turns to peace talks
A less confident US, a more divided Germany
Weekend Edition: Germany: Not a great time to change government
Walmart worried, Trump mentions China deal
Is ECB rate still restrictive? Aussie employment today’s focus.
RBA easing slowly. More cuts “no lay-down misère”
US & Europe: Divided they stand
Have markets stopped believing?
Weekend Edition: The Irvine Fix: Simplicity, Productivity and Confidence
Trump’s Big Day includes VAT
Weaker dollar, rising inflation, falling US shares. Not so rock n’ roll America.
EU says ‘Back atcha!’ Is Australia exempt?
Trump - a man of steel (and aluminium)
The Empire Strikes Back
Weekend Edition: 2025: Less growth, but still lots of opportunity
US Jobs Day, Bad News Day for Britain
Trade, gold, jobs and a rate cut
Tariffs. Here yesterday, gone today. What about tomorrow?
Bark v bite : Mexico tariffs on hold
Not so Tariffic
Weekend Edition: Housing costs - it’s all a question of supply
The ECB, the Fed one day on and the new path for the RBA
Fed and others less prepared to commit
Taking stock of AI, central banks, tariffs and Aussie inflation
China’s AI success spooks US investors
Weekend Edition: The future for telcos
Donald at Davos – lower oil prices and interest rates please
AI Masterplan and earnings boosts tech
The Day After, Tariff Doubts
Liberation Day
All Change
Weekend Edition: The Lowdown on High Employment
Waller Dovish, Bessent Reassuring.
Inflation eases and fears subside
US dollar stalls, the Tariff drip feed, markets await CPI
Dollar up again, yields rising - but why?
Year kicks off with rising inflation concerns
Weekend Edition: The Year That Was, and the Year That Will Be
The Fed Flow-Through and the Banks since.
Hawkish cut, on the slow road to 3 percent
UK wages push Gilts-Bund spread to historic levels
Better European service numbers, but US more so
Five central banks in the last gasp before Christmas
Weekend Edition: Rate cuts will boost the Australian psyche, says NAB Chief
ECB cuts, SNB more so. And Australia’s unexpected unemployment fall.
All systems go for a Fed cut next week
RBA. The first dove of Christmas.
Another China Rescue Plan
A week of cuts and uncertainty
Weekend Edition: With equities, is it a year for playing it safe at home?
Payrolls, Paris and OPEC+
Australia’s slow growth, weaker dollar
Crises ignored
Vive la révolution (of sorts)
Back to work, waiting for jobs numbers
Weekend Edition: Return of the Japanese Carry Trade
Slow down and split in two
Talking Turkey
Minutes, Tariffs and a Ceasefire
The Bessent ‘Safe Hands’ Bonanza
More US exceptionalism
Weekend Edition: Going Private
We want more
Spitting chips
Markets nervous as Russia drops the N word (again)
Firing over the line
Powell the Grinch?
Weekend Edition: A new world reorder, with FT’s Martin Wolf
Wait a little longer
Inflation in no hurry to come down, and neither is the US dollar
A brighter future for optimists
Pricing for Trump. But is it rational?
The Morning After the Week Before
Weekend Edition: Are we moving fast enough to tackle Australia’s housing crisis?
Too slow for Trump?
Them and the rest of us
Long time coming
Wafer thin difference
Jobs take back seat as election drives the markets
Weekend Edition: Has affordability finally hit home price growth?
US shares weaker on tech forecasts. UK markets judge budget.
Happy Hawkish Halloween
Jobs, growth, inflation and tech earnings.
Meta Search, Oil Drops, Rising Yields and Kamala’s Last Stand
A big week for data and tech earnings
Weekend Edition: Harris or Trump. Who wins. What changes?
Life in the Slow Lane
Canada cuts. ECB sends mixed messages.
All quiet, before the storm
Not sure where to go
Fine China. Handle with Care.
Weekend Edition: The asymmetric battle
ECB cuts rates, more to come soon?
Sneaking in another before Christmas?
Tariffs. The most beautiful word.
Stuck in a rut over the ditch
Hold on, it’s coming
Weekend Edition: A Suttle World Tour
Coming down slowly
Heavy Weather
Brassed off after a Golden Week
Global markets adjust to Fed expectations
Jobs a plenty
Weekend Edition: Going for Gold
Oil surges on Biden’s unanswered question
When Hawks Fly
Risk Off on Israel Iran War Fears
Powell resetting expectations?
War escalates, and Japan’s PM surprise
The Weekend Edition: The rise and rise of ETFs
The Bazooka, at long last?
Risk on switched off, whilst Riksbank gets on with it
Does China have a workable plan?
Disappointing news
Making minor adjustments
Weekend Edition: The Invisible Hand Behind Your Super Fund
Markets buoyant from Fed hikes. BoE plays it cool.
Fed cuts, revises dot plot, markets still want more
The widening Atlantic drift
Is the Fed spending too long in the shower?
Big or small?
Weekend Edition: Getting to know labour market data
ECB cuts rates and downgrades growth
A Swift win for Kamala, and a rogue CPI print
Market responds to OPEC+ downgrade. US CPI and THAT debate to come.
Bad Apple Not Stopping Bounce Back
Worried about revisions
Weekend Edition: China’s Missed Opportunity
Waiting on a knife edge
Less jobs, more uncertainty
Nervous Nellies
America back in time for manufacturing numbers
ECB and US inflation leading to rate cuts. Australia waits.
Weekend Edition: Australian Equities Doing Nicely Thankyou
AI caution, higher US spending and Aussie capex wanes
NVIDIA fails to disappoint
Aussie inflation and not much more
Letting it all sink in
The time has come
Weekend Edition: A world of difference - RBNZ v RBA
Let’s get gradual
Not much carry on
Holding Pattern
Shares Rally In Northern Hiatus
All eyes on Jackson Hole
Weekend Edition: Is there too much state debt?
Too much of a good thing
No surprises!
Risk appetite back for a day
Markets wait calmly for US inflation data
The recession they didn’t have to have
Weekend Edition: A bright future for Indigenous businesses
Markets turn, just on weekly jobless numbers?
T’was a Wobbly Wednesday
Crisis over. Carry on. Really?
Manic Monday
Markets rocked as Sahm Rule ignited
Weekend Edition: Well off track for Net Zero
BoE boldly goes where the Fed feared to tread
Fed holds, BoJ lifts, BoE set to cut. Shares go crazy.
When it rains it pours: Aussie inflation, Japan’s rate decision. Microsoft earnings
Markets calm before the storm
A big week for jobs, inflation, earnings and banks
Weekend Edition: Japan’s Inflation Revolution
US Goldilocks again, Germany Brothers Grimm
Tech stocks tumble, PMIs weak, Dudley warns recession
Markets cautious in the heart of earnings season
Less Trump trade, more tech
Bye Bye Biden
Weekend Edition: Investing on the Road to Net Zero – Why Aren’t We Leading?
Are equity markets looking more at a downturn than rate cuts?
Pre-Trump Trade Battles and Currency Fears
US retail runs hot and inflation day for many
Powell eyes labour market, equity markets eye Trump friendly stocks
Is Trump now a shoo-in for the Presidency?
Weekend Edition - 75 percent: The New Normal for Office Workers?
A quick response to slower inflation.
Where are the Descendants?
Powell says labour market is no longer an inflationary pressure
Where now for Europe?
No right turn in Paris
Weekend Edition: More on Australia’s House Price Quandary
Election Fever
Weaker Services data pushes equities higher and bond yields lower
What did Powell say to spur on US equity markets?
Yields push higher still, France’s political concerns ease, one more reason for BoJ to lift rates
A pinch and a punch, and a win for LePen
Weekend Edition: The Art and Science of Fixed Income. Without the straight lines.
US Core PCE deflator. Why you need to look at the second decimal place.
Australia’s inflationary shock and what it changes
Canada’s turn for an upside inflation surprise
NVIDIA’s correction, the Yen’s fall and the US-Europe divide
Europeans PMIs sluggish, US stronger
Weekend Edition: France’s shift right – a challenge for Europe?
A Swiss Lead in the Central Bank Euros
UK on target, markets take aim at France
Hawkish RBA, NVIDIA number one
France settles down, US equities hit new highs again
A week big on banks and politics
Weekend Edition: Private credit markets – what to know
One dot already beaten by the data
Just one dot, even as US inflation dips
Fed versus the iPhone
US jobs hot, Macron snaps
Weekend Edition: Mookhey’s Balancing Act in Australia’s Most Unaffordable State
ECB’s Hawkish Cut. Hardly a Surprise.
Let the easing begin
Cool Jobs, Majority Lost
Slightly softer
Europe’s sticky mess
Weekend Edition: How could Trump change the Fed?
Will the PCE Deflator pressure the Fed?
Inflation woes
US bond appetite eases, consumer confidence lifts
Europe assuming ‘maximum optionality’
Fanatical confusion
Weekend Edition: Tech. Too big to ignore? Or too much of a good thing?
Are strong PMIs pushing cuts back even further?
End of rein for soaked Sunak , whilst NVIDIA storms ahead
Rocky copper and worrying wages
AI mania and gold fever
Slow moves
Weekend edition: A budget that sets fiscal policy against monetary policy
Exuberance sees Dow pass 40k mark
Do the inflation and retail numbers cement in two cuts for the Fed?
Holding out for the hero stat
Budget day: Helping or hindering the inflation battle?
Warning signs on inflation persistence?
Weekend Edition: Fixing Australia’s productivity problem
BoE talks cuts, soonish. Market unphased.
Data drought with no clear direction, ahead of BoE
Is an RBA hike an emerging possibility?
RBA gives it all, but is any of it new?
US jobs cool and services soften
The Weekend Edition - The fundamentals of the Magnificent Seven
US productivity slips adding to labour costs
Fed’s lack of progress
Bond yields push higher, heavy losses in equities a day out from the Fed
A sticky last mile for Europe
Waiting longer as inflation persists
Weekend Edition: Moving up the renewables value chain
Stagflation anyone?
PMIs show narrowing US-Europe gap, Inflation Day for Australia
The Equities Strike Back (for now)
Is there a tech correction going on?
The Weekend Edition: Europe needs a confidence boost
Next Fed move, backend of the year, unless it’s up!
UK inflation slows, but not enough. Aussie employment numbers today.
It’s taking longer, says Powell
US retail moves markets, not the Middle East
Drone attack. Will Israel retaliate?
Weekend Edition: The "women with money" opportunity
Europe is getting ready, without being triumphant
US CPI surprise. The last mile just got longer
Two central banks and lots of unhappy small businesses
Treasury yields hit year highs on creeping doubts about Fed easing
US payrolls too hot for the Fed?
Weekend Edition: China’s future – on its terms
Australia’s housing problem, US markets choppy ahead of jobs numbers
Powell waits whilst service sector softens
Yields rise over expected Fed delays
Hopeful data suggests US is heading for ‘no landing’
Weekend Edition: Bronwyn Curtis on central banks and growth
A scramble to the quarter end
Break the glass and get ready for inflation numbers
Controlling the Yuan and the Yen
Easing hopes and a falling Yuan
Weekend Edition: The Great Education Bounce Back
Bad Apple, Swiss Surprise, English Hawks fly
Fed feels its way slowly
In the thick of it
Aiming for zero
One move out of six this week?
Weekend Edition: Aussie agriculture, scaling up to thrive
The lengthening last mile
Hungry for US bonds, wage wins in Japan
US inflation hotter than expected
Last minute nerves ahead of US inflation
The US jobs numbers that surprised, then didn’t
Weekend Edition: Equality Japanese Style
All eyes back on June with hopes of no payrolls surprise
Aussie bounces, ECB likely to stick
US caution amidst stock shocks and services slowdown
Is Xi Jinping still Mr 5 percent?
Will weaker US data speed-up cuts?
Weekend Edition: Stage 3 tax cuts, not exactly tax reform
‘As expected’ brings a sigh of relief
RBNZ is done with hikes, Aussie retail will bounce back today
All quiet at the casino, all eyes over the ditch
The day before tomorrow
It won’t happen overnight, but it will happen
Weekend Edition: Getting Ready for Trump
NVIDIA stirs up AI madness
Are the US, UK and Europe all looking at June?
Canada first to go lower?
Second decimal point moves for Presidents Day
Another sign of a bumpy path for inflation
Weekend Edition: Big tech. Which business model wins?
Surprising data does little to move the dial for central banks
Back to expecting faster cuts (RBA/RBNZ excepted)?
Overreacting to US CPI?
Waiting for the night
The CPI anticlimax, NZ’s rate worries and new highs for US shares
Weekend Edition: Cashing in on Australia’s tourism revival
Not ready to toggle
Equities soaring higher, central bankers talk longer
No hurry for RBA cut, maybe even a hike?
New look RBA song and dance act today
Will US inflation bounce back?
Weekend Edition: Emerging trends in Australia’s post-COVID property market
BoE last cab off the rank
FOMC holds, no hurry to move down
The Fed’s quandary: A soft landing but jobs plentiful
Limbering up for cuts. Who goes first?
You want busy?
Weekend Edition: Home or away – where to head with shares in 2024?
China Tries Again
Sweet Relief for China’s Rocky Road?
Light on news, high on hope
Share Crazy
Weekend Edition: Will ETFs give crypto an air of respectability?
US jobless claims fall, so did Aussie jobs
Pricing for procrastination
Waller asks ‘what’s the rush?’
European rates higher for longer, on the edge of a potential recession?
How far ahead is US on the race to kill inflation?
US CPI not so soft, NAB’s new Q4 CPI forecast
Inflation softer than expected, but hold your horses on rate cut hopes
Treading cautiously into a new year
Weekend Edition: A year big on surprises. Will there be more in 2024?
Has the US already met its inflation target?
UK inflation falls faster than expected. Hard for the BoE to hike now.
RBA going for the mid-point, BoJ going nowhere, Canada’s inflation bounces back
RBA minutes and BoJ; could be a whole lot of nothing, but there again ...
Is the Fed backtracking on rates cuts?
Weekend Edition: Generative AI is here, ready or not.
BoE and ECB staying on top of the mountain
Aussie wins against drop in the US dollar as Fed gets ready to cut
US inflation data doesn’t change the game
Aussie Floats On, Yen Falls Back
US jobs numbers too hot?
Weekend Edition: Getting Back with Britain
Is BoJ preparing a pre-Christmas surprise?
All signs point to slower growth and falling inflation
A hold, an epiphany and jobs market easing
A momentary change of direction
Yields falling further and Powell can’t stop them
Weekend Edition: Ross McEwan on the economy, housing, cybercrime, AI and home working
Euroflation falls, the US dollar strikes back
All steps in the right direction
Something is giving, and it’s the pace of the US economy
An inbetweeny day
Falling dollar helps the Aussie, but only so far
Weekend Edition: Three key trends in the super industry
Europe a bit stronger (or less weak)
Bullock’s hawkishness. Will one rise be enough?
A hawkish turn from the central banks
Back to bonds
Take a breather
Weekend Edition: Let's Get Ethical
Slowdown fears spoil the party
Goldilocks rides again
US inflation slowdown fuels party mood
The only number that matters
US higher for longer, RBA more dovish
Weekend Edition: Risky Business, Confusing Times
Interest wanes at 30 year Treasury auction
Oil readying for a slowdown
RBA late to the party
The rate that slows the nation
Tide turns after US jobs data
Weekend Edition: Ann Sherry on driving change in uncertain times
Back to bonds as BoE forecasts a growth hit for Britain
Hold on says the Fed. But for how long?
BoJ loosens its grip, Fed will keep a tight hold
Escalation fears ease, RBA’s expectations rise, Europe’s inflation falls
Preparing for the slowdown
Weekend Edition: In it for the long haul
Return of the soft landing
Aussie CPI & ECB; sentiment sours a little
Some hope, jobs confusion and Aussie CPI
A wild night without direction
Have yields peaked? Will central banks ease off the pedal?
Weekend Edition: Could Europe Bring Down Rates Faster?
10 year treasuries nip at 5 percent
Yields Bondanza
US shopping adds pressure on the Fed
Markets accept a little more risk
Risky
Weekend Edition: Is super delivering on the promise?
US Inflation too hot to ignore
More caution from the Fed, very little in Gaza
Expect the unexpected
Conflict uncertainty mixed with rate optimism
Hot jobs numbers add to treasuries sell-off
Weekend Edition: The Chinese Way
What do we want to see in the jobs data?
Less jobs and cheaper oil pauses bond and equity sell-off
US yields jolt higher and all that that entails.
US yields push higher, BoJ steps in, RBA to stand firm
Weekend Edition: Is NetZero transitioning us to higher inflation?
Diverging paths
Oil’s low stockpiles, sticky Aussie services inflation
Will Aussie inflation knock the RBA off its perch?
Bond yields higher, but directionless
Still more Rate Expectations
The Weekend Edition: The long road back for small business
BoE joins those on hold. Who will break first?
The Fed’s narrow path is getting longer
Hang on for a hold
Too much speculation, too much liquidity, not enough oil?
A week of central bank uncertainty
The Weekend Edition: It’s tough at the top of the mountain
Europe reaches the peak, or is it a false summit?
Higher than expected US CPI fails to move markets
Aussie consumer confidence hit but businesses keep prices up
Aussie dollar boosted on China fix. Japanese yields boosted by potential BoJ switch.
G20 said nothing, wait for the data
If we only plan to meet our climate targets, we’re missing a trick
US dollar dominance continues as Yuan hits 16 year low
A beige soft landing, but is US service growth too strong?
Out with a whimper not a bang
Lowe’s Last Stand, Lagarde’s Humble Pie
Was US payrolls a Goldilocks moment?
Weekend Edition: Is Monetary Policy Working? Which Central Banks have got it right?
Heading Up Table Mountain
Soft is good for the US, but European CPI is harder to take
A quick JOLT to the equity and bond markets
Choppy shopping
A Jackson Hole Lot of Nothing
Weekend Edition: Fixing Australia’s productivity problem
About turn ahead of Jackson Hole
Has the slowdown begun in earnest?
US re-acceleration possible but Aussie dollar weakness expected to continue.
Treasury yields push to new post GFC highs
Heading to Jackson Hole through a sea of uncertainty
Weekend Edition: Bonds, back and not so boring
China, more talk less action
The Inflation Risk is Strong
Heavy data day turns markets red
Slow moves, thin trade ahead of data splurge
Not out of the woods yet
Weekend Edition: Australian shares – destination unknown?
Inflation eases, Fed hold expected, but bond yields rise
China deflates, gas spikes, US CPI later
Chinas slowdown, foreign bank worries, more Aussie resilience
Hope rises during the inflation waiting game.
Payrolls sparks bond reversal
Weekend Edition: Australia’s Property Recovery Slows
Bond sell-off continues, BoE tightens, jobs numbers tonight
Fitch Ignored, ADP questioned, Treasuries peak, BoE could go 50
The Trifecta Pulling the Aussie Dollar Lower
Storm in a Japanese Tea Cup. Next stop, RBA.
Why markets responded to BoJ’s easing control
Whirlwind tour for markets as US GDP surprises
Soft landing, slow road back
A shot in the arm for China boosts the Aussie and commodities
More irrational exuberance?
Lifting rates this week? Yes, Yes, No.
Too many jobs for central banks liking
UK CPI not really bad news for a change
Cooling inflation hope, but does it include NZ and UK?
China slows more, could the RBA minutes give the Aussie another hit?
Confidence with a question mark
Confidence Grows Further
US inflation cools more than we dared hope
A slow slowdown
Slow road for China
US jobs relief, inflation data this week
Jobs Frenzy
US jobs numbers start today
RBA wait and see
Go or no from Lowe?
Softly softly
Not giving up
The fall in the Aussie and the rise of the Hawks
US data too hot for the Fed?
The calm after the storm
Is that enough for now?
Panic Stations
More hikes a pretty good guess
Aussie dips, UK braces itself, Powell ready for a grilling
It it ain’t broken, break it
All quiet for Juneteenth
ECB hikes, Aussie jobs a worry for RBA
Unanimous uncertainty
Inflation in US under control, UK has problems
To pause, raise or skip – the Fed’s dilemma
Jobless claims help cool things a little
Canadian Copycats
Yes they did
Will they or won’t they?
Oil cuts, wage rises and rate hikes
Aussie bounce as debt bills sails through
Aussie low on China worries, European inflation eases
Lowe in the hotseat, McCarthy fights his corner
The nervous period
It's a deal!
Chip Rally vs Debt Worries
Division, wherever you look
Last Chance Saloon
Divided they stand
Buckle Up, it’s going to be a bumpy ride
Taking McCarthy at his word
Debt deal is doable
RBA eyes up productivity and wages
Dancing on the Ceiling
A nervous overreaction?
BoE hikes against softer global outlook
As expected, not worse than expected
ECB sends clear message, with lots of slides
NAB Business Survey offers a glimmer of hope
Labour market tightness vs the credit crunch
ECB raises rates, markets worried
Fed up, then what?
Jolts from jobs, banks and the RBA
One bank rescued, one central bank on hold
A big week for central banks as US inflation hangs on
US economy is slowing, but consumers are still spending, labour market is still tight
Markets pulled between high tech and bank lows
Back to worrying about banks
Should we forget about recession?
Looking on the soft side
New RBA structure. BOE’s double digit problem.
China’s latent shopping frenzy
A night of not much
Divided we stand, sideways we move
RBA’s dilemma - more working, less job ads
US inflation is sticky
On top of the CPI hill
Back and a little confused
RBNZ takes large mallet from the toolkit
Guilty as charged
Weaker US manufacturing data offsets oil inflation concerns
OPEC happy to spoil the party
US banking on a slowdown. NAB’s new call on the RBA
Aussie inflation falls further. Job done for the RBA?
Not much ado about nothing much
Quietly confident, for now
No Deutsche Courage