Podcasts about rba

Wages data and the RBA minutes were broadly as expected so the focus now turns to next week's inflation data for October. This will be the first release of a full monthly CPI in Australia, bringing it in line with global best practice. In this week's podcast, inflation guru Trent Saunders and economist Harry Ottley discuss the new monthly CPI and what to expect from it and inflation over the next couple of years.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 

2025年11月19日下午：澳大利亚薪资增速在截至9月的一年内上涨3.4%，与市场和澳储行（RBA）预期一致。然而，由于通胀在同期再度走高，实际收入增幅被明显削弱（收听播客，了解详情）。

Australian shares slipped around 0.3% to a six month low as the ASX200 continues its recent decline while US markets fell for a fourth day and await key jobs data. Investors eye NVIDIA’s earnings as a catalyst. Energy and property trusts rose but the big banks fell 1-2%. Upcoming UK/EU inflation, US oil inventories and RBA commentary add focus. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

US markets strengthen ahead of Nvidia earnings. UK inflation appears to have peaked. Australian wage growth behaves - and shouldn't stop the RBA from a final cut. And Indonesia holds rates to support its currency. In our Deep-Dive interview, ANZ Senior Commodities Strategist Daniel Hynes surveys the outlook for the aluminium market. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Australia’s ASX200 fell about 2 % to a five month low, the worst single‑day drop since April. Tech stocks led the sell‑off, down roughly 6 % amid US AI worries and pending NVIDIA results. Lithium miners and James Hardie bucked the trend, while the RBA kept rates at 3.6 % and markets priced a 40 % chance of a cut next May. Upcoming US data and earnings keep outlook uncertain. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In today’s episode, Ben O’Shea reveals a 35yo Perth man is facing 160 charges for an alleged NDIS fraud scheme that sounds like a Hollywood movie. Plus, the RBA minutes paint a GRIM picture for 2026.See omnystudio.com/listener for privacy information.

RBA minutes kill hopes of another rate cut as stubborn inflation bites, a TPG customer dies after their phone couldn’t reach triple-zero. Plus, a deep dive into Australia’s livestock production.See omnystudio.com/listener for privacy information.

A nasty start to the day accelerated to a loss of 167 points (-1.9%) on the ASX 200 as RBA minutes and US futures took us down. The big three sectors were hit hard with the iron ore miners smacked. BHP off 3.7% on UK court ruling and RIO off 2.7% with FMG falling 2.0%. Energy stocks also slipped, WDS down 1.9% with STO off 0.6% and uranium stocks under pressure. Gold miners too sold off as bullion slipped, NST down 5.6% and EVN down 5.2% with lithium the only sector that saw any green. PLS up 3.3% and LTR up 2.1%. Banks were also sold down hard, WBC fell 3.0% and CBA down 1.7% with the Big Bank Basket falling to $267.54 (-1.8%). Financials also in the seller's sights, NWL fell 6.2% and MQG off 1.7%. Insurers fell, QBE down 1.4% and REITS under pressure too. GMG off 3.0% as a tech play on data centres. Industrials saw across the board selling, WES fell 1.2% and REA off 2.4% with CAR falling 3.2% as TLS down 0.2%. Tech stocks were decimated after TNE disappointed, off 17.2% despite a special dividend. WTC fell 4.6% and XRO tumbled 3.3% with the All-Tech Index down 4.3%. In corporate news, JHX rallied 9.9% on better-than-expected results, AGM's dominated. BSL fell 1.7% on EBIT to land at the bottom of guidance range. CAT tested a life with a 11.7% fall on a growth rate of 19%. ALQ fell 2.9% on better numbers. PLT was a rare bright spot after a jump in first half profits, up 6.8%. On the economic front, RBA minutes took rate cuts off the table. Australian consumer confidence rose 0.7% too.  Asian markets weaker with Japan down 2.9%, China down 0.3% and HK off 1.6%.European markets set to open weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news risk aversion is the theme of the day for investors who seem particularly jittery about AI valuations, crypto prices, and the prospects for the US economy.But first, we start today with the results of another full dairy auction, and they aren't good. Not so much because the overall result was down -3.0% in USD terms, more because that makes it seven declines in a row from early August, taking the cumulative drop to -13%. And the recent retreats seem to be getting more intense. We now have prices lower than year-ago levels. And the decline in USD is being matched by the decline in NZD now, down -2.9% in this latest event.Clearly analysts will be dusting off their current season payout forecasts because they are risk of being downgraded. Behind the softness is a faster-than-expected rise in dairy production levels due to good weather conditions globally. That is as true for New Zealand as anywhere, where milk production is rising. The pointy end of this pressure is the butter price, and that dropped -7.6% at this latest auction. WMP was down a lesser -1.9%, SMP down only -0.6%.In the US, the ADP weekly payrolls report delivered another drop, the one for the week to November 1 not as sharp as the prior week however. This data suggests the US labour market lost momentum in late October, with a number of large companies announcing job cuts during the month, including Amazon and Target.Official data releases are being restarted in the US, but the data is old now. Overnight they said August factory orders rose to be +2.0% higher than year-ago levels. But because this is not inflation-adjusted and the past US PPI rise was +2.6%, it probably means shrinkage in real terms. There has been no indication this things have improved from August.And restarted official jobless claims data is only for October 18, but it rose then to +232,000 and above the expected level of +223,000. Continuing claims were a touch under 2 mln (1.96 mln) and notably above the 1.85 mln in the same week in 2024.The US NAHB housing market index came in essentially unchanged for October from September and -17% lower than year-ago levels. But they will be pleased it didn't drop back.Yesterday we reported a good improvement for factories in the New York region. But today the report for the very much bigger services sector in the same region has remained very negative.We could perhaps note that the Atlanta Fed monitors home loan affordability for the US is a similar way we do for New Zealand. They say that in September 2025, 43% of take-home pay was required to service an American mortgage and that is 'unaffordable'. They say affordability starts when it is 30% or less. (Our New Zealand September HLA was 33.0%.)In Canada, housing starts dropped sharply in October to their lowest in six month and to levels lower than the same month a year agoThe Australian central bank released the minutes of its last meeting on November 4 yesterday, closely-watched because they have rising inflation and a relatively strong labour market. But they downplayed both aspects, calling them 'slight' and expecting them to be transitory. Policy was still viewed as slightly restrictive, and the board saw “no need to adjust” the cash rate. They said patience was deemed appropriate while assessing spare capacity, labour trends, and policy stance. Scenarios supporting a hold included stronger demand, lower supply capacity, or a view that policy was no longer restrictive. Conversely, further easing could be warranted if labour conditions weaken or growth disappoints. Basically, you don't learn anything by reading these minutes.The UST 10yr yield is now at 4.14%, up +1 bp from this time yesterday.The price of gold will start today at US$4061/oz, and down -US$6 from this time yesterday.American oil prices have softened very slightly from yesterday to be just under US$60/bbl, with the international Brent price down -50 USc to US$64/bbl.The Kiwi dollar is now at just on 56.6 USc, and down -10 bps from yesterday. Against the Aussie we are down -10 bps at 87 AUc. Against the euro we are also little-changed at 48.9 euro cents. That all means our TWI-5 starts today at just over 61.2, and down -10 bps from yesterday.The bitcoin price starts today at US$93,460 and down -0.4% from yesterday and it is still lower than year-ago levels. At one point in the past 24 hours it dipped below US$90,000. Volatility over the past 24 hours has been moderate at just on +/- 2.6%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Headline news for November 18, 2025: UN backs the Gaza plan, rising UK refugee tensions, China blocking Japanese films, RBA policy ambiguity, a stronger ringgit, Hong Kong’s property strain, and higher ERP charges in Singapore. Synopsis: A round up of global headlines to start your day by The Business Times. Written by: Howie Lim / Claressa Monteiro (claremb@sph.com.sg) Produced and edited by: Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media Produced with AI text-to-speech capabilities --- Follow Lens On Daily and rate us on: Channel: bt.sg/btlenson Amazon: bt.sg/lensam Apple Podcasts: bt.sg/lensap Spotify: bt.sg/lenssp YouTube Music: bt.sg/lensyt Website: bt.sg/lenson Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Market expectations for a Fed rate cut next month have risen after a weak private jobs report, but remain below 50%. The RBA's November minutes are more hawkish than expected, and Australian consumer confidence is boosted by sales events. In our Deep-Dive interview, ANZ Commodities Strategist Soni Kumari looks at China's ambitions to establish a global gold trading hub to compete with the likes of New York and London. Before accessing this podcast, please read the disclaimer at ⁠https://www.anz.com/institutional/five-in-five-podcast/

The ASX200 slipped to a four‑month trough early on 17 Nov but recovered to finish flat, up two points, ending a streak of four losing days. Markets are wary ahead of NVIDIA's earnings and US rate‑cut uncertainty, while hotter Aussie jobs data and weak Chinese numbers pressure sentiment. Energy and tech lead gains; look out for NVIDIA results, RBA minutes and FED minutes this week. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Wall Street opened the new trading week on a downbeat note as investors looked ahead to Nvidia’s earnings. HP and Dell slumped 9% on analyst downgrades, while Alphabet bucked the broader tech weakness on news related to Warren Buffett. Lithium stocks soared on an improved price outlook, though broader commodity prices eased on dollar strength. Back home, Aussie shares are expected to fall further from four-month lows ahead of today’s RBA minutes. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX 200 closed up 2 points to 8636 in a quiet session ahead of a big week in the US. Good comeback after a near 50 point fall this morning.  Some signs of confidence returning with banks seeing a resumption of the sell CBA, buy the other three switch. The Big Bank Basket fell to $272.47 (-0.4%) as CBA dropped 1.0%. MQG ex-dividend today, down 2.3% with financials slightly firmer, QBE up 0.5% and HUB up 2.7% with NWL gaining. REITs firmed, GMG up 0.5% and CHC up 1.7% with industrials finding their feet, LNW up 3.3% with WTC up 1.2% although XRO fell another 0.1%. Retailers firmed, UNI up 1.7% and PMV up 2.1% with DMP gaining another 5.1%. GYG continue to fall, down 1.8%. Healthcare eased back, RMD under pressure off 2.1%, CSL down 0.8% and SHL slipping 1.5%. Resources were mixed, BHP fell 0.6% on the UK court ruling, RIO and FMG both better on higher iron ore prices in Asia, lithium staged a comeback, PLS up 3.7% and IGO rising 0.9%. LYC also bounced 5.5% with gold miners mixed. No significant damage done. GMD up 2.5% on a broker upgrade. Energy stocks all better, WDS up 0.9% and ALD rising 3.8%. IPX fell 3.0% after a return to trade following a report from Spruce Capital.PME jumped 4.2% on another $44m deal with Advanced Radiology. Some management changes, RHC rose 1.8% on a new CFO, MSB rallied 5.0% on a new CFO too with FPR better on an acquisition. ELD gained 6.3% on better than expected results.Nothing locally on the economic front. RBA board member wrote a column on the RBA mandate. In Japan, GDP came in better than expected.Asian markets weaker with Japan down 0.4%, China down 0.4% and HK off 0.6%.European markets set to open slightly weaker.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Market expectations the Fed will cut next month have drifted below 50%. Later today, the RBA's board will release its minutes from its hold decision, and New Zealand's house prices nudge lower in October. In our Deep-Dive interview, ANZ Asia Economist Krystal Tan explains why Thailand's GDP contracted more than expected in the September quarter. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

Wall Street ended mixed as investors weighed AI-linked earnings, with stocks recovering from early session lows ahead of Nvidia’s results. Energy names clawed back recent losses, while DoorDash rebounded after a sharp investor sell-off. Meanwhile, bond yields rose as traders questioned the likelihood of imminent Fed rate cuts. Back home, futures point to losses for the ASX 200 on Monday as investors await the release of the RBA minutes. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Samara Hammoud and Carol Kong discuss the top influences on currency markets this week including the much-anticipated US payrolls data, Australia's Wage Price Index and RBA meeting minutes, and the risk of FX intervention by Japan's Ministry of Finance.   Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.   Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence

In this episode of Talk Property To Me, hosts Brad East and Aaron Downie break down the latest updates on Australia's inflation, interest rates, and property market trends for 2025. Australia's inflation remains stubbornly high, with electricity and housing costs driving prices up. Despite this, the RBA has held rates steady, and now experts are questioning when the next rate cuts might actually happen. Brad and Aaron unpack what's really going on behind the scenes — from government policy to construction slowdowns, and how it's shaping home prices in Sydney, Melbourne, Brisbane, and Perth.

This week: RBA minutes, wages data, and a look back at last week's strong labour force data - is an interest rate cut off the table?Michael Thompson is joined by economist Stephen Koukoulas.Fear & Greed Q+A: Join Sean Aylmer & Michael Thompson and the team as they answer questions on business, investing, economics, politics and more. If you have your own question, get in touch via our website, LinkedIn, Instagram or Facebook!Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

In this week's podcast, Head of Australian Economics Belinda Allen and Economist Harry Ottley discuss what was a very strong week of Australian economic data in what is a capacity constrained economy. The highlight was a fall in the unemployment rate to 4.3% pointing to a resilient Aussie labour market.  ------ DISCLAIMER ------  Important Information    This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).   Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance   Information in this podcast is of a general nature only. It does not take into account your objectives, financial situation or needs and does not constitute personal financial advice.   This podcast provides general market-related information only and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It is not investment research and nor does it purport to make any recommendations.   Where ‘CBA Data' is cited, this refers to the Bank's proprietary data that is sourced from its internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights' series is a combination of the CBA Data and publicly available ABS, CoreLogic and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement.   The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any statement made.  Liability Disclaimer   The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.”    Usage of Artificial Intelligence  To enhance efficiency, GEMR may use the Bank approved artificial intelligence (AI) tools to assist in preparing content for this podcast. These tools are used solely for drafting and structuring purposes and do not replace human judgment or oversight. All final content is reviewed and approved by GEMR analysts for accuracy and independence. 

The Aussie market suffered its worst day in about ten weeks on Friday, sliding 1.4% and hitting a four month low as a mix of rate concerns, weak China data and a tech sell-off pushed the ASX lower for a fourth straight session. Tech led the declines with a 4.5% drop, leaving the sector down more than 9% for the week, while the major banks also weighed heavily, including CBA which shed more than 10 percent across the past five days. Energy was the only sector to turn positive late in the day as oil prices bounced after reports of a Ukrainian drone strike on a Russian export hub. China’s latest figures added to the gloom, showing further weakness across investment, property and factory activity. Company news was limited, though Megaport tumbled after a capital raise and DroneShield rebounded slightly from yesterday’s sharp fall. Looking to next week, Nvidia’s results are set to dominate global market sentiment, alongside local wage data, RBA minutes and a busy run of AGMs. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The ASX200 closed about 0.6 % lower on Thursday, slipping to a three‑and‑a‑half‑month low after October jobs data dented hopes of an RBA rate cut. The market also reacted to the US House passing a spending bill and a rally, while materials and health made modest gains and tech and real estate fell. Investors now eye December RBA decision, US CPI release and earnings. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

In this episode of Talk Money To Me, Candice Bourke and Felicity Thomas take you through the biggest forces shaping markets right now — from renewed AI scrutiny, sticky inflation, and shifting interest-rate expectations, to Australia's new era of resource reinvention. We break down the key macro trends, the sector winners and losers, and the commodities powering the next decade of global growth. What we cover in this episode:Market Pulse: AI Growing Pains & Macro Cross-CurrentsWhy “beats not rewarded” is back this earnings seasonAI infrastructure's funding tension: $13B revenues vs $1.4T spend commitmentsLabour softness vs strong corporate earningsFed & RBA rate-cut expectations into late-2025/2026Why investors are shifting to quality, income and pricing power The Big Commodity Themes to WatchCopper: AI, EVs and renewables doubling demand by 2035Uranium: the fuel behind decarbonisation and AI-driven energy demandRare Earths: the strategic backbone of defence, EVs and windGold: outperforming the S&P 500 as a “store of trust”⚠️ Disclaimer:This content is for informational and educational purposes only and does not constitute financial advice. Candice Bourke and Felicity Thomas are authorised financial advisers with Shaw and Partners Limited (AFSL 236 048). The views expressed are general in nature and have not considered your personal circumstances. Please seek independent professional advice before making any financial decisions. Information is current as of the recording date (11 November 2025).

ASIO spy chief Mike Burgess sounds the alarm on Chinese state-backed hackers, Jacinta Allan's misplaced pride over new crime laws. Plus, economist Warren Hogan warns the RBA will raise the cash rate next year.See omnystudio.com/listener for privacy information.

John Kehoe and Michael Bleby on the RBA’s inflation dilemma, why the next interest rate move might be up and how that will affect the property market. This podcast is sponsored by Aussie Broadband Further reading: Investors are flocking back to the property market Three interest rate cuts, double-digit price rises and tepid new housing supply have convinced investors that property is once again a sure bet. If you’re waiting for another rate cut, read this first The lower speed limit means the economy cannot afford as much income growth for people, and that living standards will increase by less than in the past. Housing market tipped to cool as rate cut hopes diminish Home prices grew 1.1 per cent in October, the fastest monthly pace in two years but some of the heat may come out soon as borrowing costs stay on hold.See omnystudio.com/listener for privacy information.

The ASX200 slipped just over 0.1 % as about 40 % of stocks fell. CBA dropped about 3 % after a 6.5 % plunge yesterday and tech fell 3.3 %. Mineral Resources surged over 9 % on a US$765 m POSCO lithium deal, while Liontown rose 6 % and Life360 was the worst performer. Markets watch October jobs data, the next RBA meeting, ANZ’s ex‑dividend and US oil inventories, with oil at US$61 a barrel. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European bourses firmer across the board, with outperformance in the FTSE 100; US equity futures are modestly lower.NVIDIA slips -1.5% after Softbank sells stake and following poor CoreWeave results.GBP slides on dismal UK jobs, EUR unreactive to ZEW; DXY treads water.Gilts soar post-jobs data which raises the odds of a December BoE cut; USTs cash bond trade shut on account of Veterans' Day.XAU peaks just shy of USD 4150/oz as continued attacks on Russian refineries drive crude benchmarks higher.Highlights include Weekly Prelim Estimate ADP, Speakers including BoE's Dhingra, RBA's Jones.Holidays: US Veterans' Day; Canadian Remembrance Day.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were mostly subdued with the region failing to sustain the positive global risk momentum that had been spurred by US-China trade optimism and US government reopening hopes, while there were few fresh catalysts overnight to fuel the recent rally.US Senate voted 60 vs. 40 to pass legislation to fund the federal government and end the shutdown, while the bill now goes to the House.US House Speaker Johnson is seeking a Wednesday vote on the stopgap bill, and won't commit to an ACA subsidy vote.China is reportedly devising a plan to keep the US military from getting its rare earth magnets and is considering a ‘validated end-user' system to fast-track certain export licenses, according to WSJ.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market finished with gains of 1.8% on Monday.Looking ahead, highlights include UK Unemployment/Wages (Sep), EZ & German ZEW (Nov), US NFIB (Oct), Weekly Prelim Estimate ADP, Riksbank Minutes, Speakers including ECB's Lagarde, BoE's Greene & Dhingra, RBA's Jones, Supply from Netherlands, Earnings from Porsche SE, RWE & Alcon. Holidays: US Veterans' Day; Canadian Remembrance DayRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

On The Money Café this week, Stephen Mayne and James Thomson go through the latest bank results, look at AGM season, how the market is tracking, what’s next for interest rates and the RBA, and much more!See omnystudio.com/listener for privacy information.

The ASX200 slipped about a tenth of a percent, held back by a 6 % drop in CBA which erased roughly 50 points. Materials led the market, with gold miners up after a 3 % jump in spot gold and lithium miners gaining on demand expectations. The US government shutdown appears near its end, easing concerns ahead of the Fed’s December rate‑cut decision. Upcoming events include RBA assistant governor Brad Jones speaking, several AGM releases and ResMed trading ex‑dividend. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The guys discuss Australia’s inflation disaster and the RBA getting it wrong again, Pet Circle calamity continues, Navan goes public and Adam is a big fan, Graham Richardson dies, economic illetaral socialuist Zohran Mandani becomes mayor of the heart of capitalism and Luxury Escapes opens its second retail store. Thanks to our sponsor Terem Capital. Thinking of selling your business? Visit https://terem.capital/contrarians/ Thanks for listening! Join us on LinkedIn: https://www.linkedin.com/company/the-contrarians-with-adam-and-adir-podcast Subscribe on YouTube for all our video content: https://https://www.youtube.com/@ContrariansPodcast Follow us on Instagram: https://www.instagram.com/contrarianspod Follow us on TikTok: https://www.tiktok.com/@contrarianspod See omnystudio.com/listener for privacy information.

New laws targeting Nazi hate speech could be enacted in NSW within the next fortnight. Plus, a warning from the RBA and tributes for radio titan John Laws.See omnystudio.com/listener for privacy information.

In today’s episode, Ben O’Shea reveals why the RBA’s deputy governor said the economy is like a “trapped racehorse”. Plus, a study finds Trump, RFK got it WRONG about paracetamol in pregnancy’s autism link.See omnystudio.com/listener for privacy information.

Wall Street steadied on Friday as investors looked ahead to an end to the government shutdown, recovering from early losses on hopes Democrats and Republicans could reach a healthcare compromise. Technology stocks led the declines, capping the Nasdaq's worst week, while consumer confidence plunged and a survey of economic conditions hit an all-time low. Meanwhile, Expedia’s strong performance highlighted resilience in the travel sector. Back home, futures point to a modest gain for the ASX 200 as investors await a speech from the deputy RBA governor for further rate clues. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

RBA ไม่ลดดอกเบี้ย เหตุค่าเงินเฟ้อยังสูง|เอริน แพตเตอร์สัน ยื่นอุทธรณ์คดีฆาตกรรม 3 ศพกรณีเห็ดพิษ|ABS เผยรัฐบาลกลางออสเตรเลียใช้งบค่าจ้างพุ่งสูงสุดในรอบปี

Join RaboResearch's Senior Market Strategist Ben Picton as he takes you through the Reserve Bank of Australia's November cash rate decision. Ben unravels the RBA's thinking about the state of the economy and what resurgent inflation pressures could mean for the cash rate in the months ahead.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

In this episode, we are joined by Richard Bernstein, CIO and CEO of Richard Bernstein Advisors. We discuss why this is one of the most speculative market environments he has seen in his 40-year career, why he still believes it may also be one of the best eras for patient long-term investors, and how to think about the real opportunities hiding beneath the market's current narrow leadership. Richard breaks down his profit cycle framework, shares why investors are confusing economic stories for investment stories, and explains why non-US quality stocks and dividend strategies may be primed for a comeback.Topics covered• Speculation across asset classes and why it matters• Why fundamentals still offer big opportunities• The profit cycle vs the economic cycle• Divergence between the market leaders and the broader market• Inflation, pricing power, and corporate margins• Parallels between the AI boom and the dot-com bubble• Misallocation of capital and risks to the market• The case for non-US quality stocks• Where value investing could shine again• Dividend compounding and long-term wealth building• How RBA approaches macro-driven ETF investing• What investors are getting wrong about diversification• Deglobalization, reindustrialization, and long-term themesTimestamps00:00 Intro and speculative environment01:46 Best opportunities for patient investors03:52 Profit cycle framework explained06:00 Where we are in the profit cycle07:32 What investors are missing on inflation09:12 Lessons from the dot-com era and AI comparisons13:46 What could trigger the speculative unwind17:18 Valuations, CAPE, and return expectations20:23 AI's impact on margins and productivity22:39 Can value outperform again25:41 International opportunities and quality stocks34:31 Market breadth and narrow leadership36:00 The Fed, inflation targeting, and policy risks40:11 RBA's investment process and ETF selection47:13 Diversification vs speculation behavior49:26 Misallocation of capital and market risks52:00 Deglobalization and manufacturing opportunities54:13 Closing question: Stock market vs horse race57:40 The business Richard would start today58:29 Where to follow Richard Bernstein

Wëu ye juäk wëëu nhïïm aci puöl ke rɛɛl tantok waaköl ci RBA yeen puöl keya erin tɛ ciɛ̈ɛ̈th käŋ thin aci ŋic latuëŋ apath.

S&P futures are down (1%) and pointing to a lower open today as global equity markets retreat following hawkish Fed commentary. Concerns over the sustainability of AI-linked valuations, rising debt issuance in the sector, and regulatory scrutiny in Asia are weighing on technology stocks globally. Technology stocks in South Korea and Japan were hit hard, with SK Hynix and Samsung Electronics down over (5%) each. Australia also saw sharp declines following the RBA's inflation revisions. European markets are also broadly lower in early trades. Companies Mentioned: Starbucks, Denny's, Viper Energy

2025年11月4日下午：澳大利亚储备银行（RBA）连续第二次将现金利率维持在 3.60% 不变（收听播客，了解详情）。

SBS Finance Editor Ricardo Gonçalves speaks with Laura Cooper from Nuveen and Gemma Dale from nabtrade about the RBA's decision to leave interest rates on hold and why its revised inflation forecasts risks an end to its rate cutting cycle.

ASIO boss Mike Burgess issues a major warning about threats to Australia, outrage erupts over the Melbourne Cup winner’s bleeding mouth. Plus, fears of a power-price recession grow as the RBA holds rates steady.See omnystudio.com/listener for privacy information.

APAC stocks were mostly subdued following the mixed lead from Wall St, where the majority of sectors declined but tech outperformed.RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European equity futures indicate a lower cash market open with Euro Stoxx 50 future down 0.8% after the cash market closed with gains of 0.3% on Monday.DXY is flat, antipodeans lag with AUD softer post-RBA. JPY outperforms, underpinned by a haven bid and more verbal intervention.In a rare pre-budget press conference today, UK Chancellor Reeves will indicate she is prepared to break Labour's manifesto promise not to raise income tax, according to The Telegraph.Looking ahead, highlights include Canadian Trade, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF vote process begins, ECB's Lagarde, Nagel and Balz, BoE's Breeden & Fed's Bowman, Supply from UK & Germany.Earnings from Phillips, Evonik, Fresenius MC, Ferrari, BP; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European bourses are lower across the board with sentiment downbeat; US equity futures are in the red, NQ -1.3%.DXY briefly returned to a 100 handle, GBP slipped post-Reeves, who failed to reiterate her tax-related pledges, Antipodeans lag.Gilts outperform amid tax rise speculation, USTs await Fed speak.WTI and Brent slip to lows given the risk tone, but XAU fails to benefit and sits sub-4k/oz.Looking ahead, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF Vote, Speakers including ECB's Nagel and Balz, BoE's Breeden & Fed's Bowman. Earnings from Fresenius MC, Ferrari; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The focus might be on interest rates, but the outstanding driver for residential prices is the lack of supply: We already know home building is falling behind, but apartment numbers are also being held back because the numbers don't add up for developers.In today's show, a leading developer explains why he believes investors can bet the momentum in the market will be very hard to stop under current conditions. Max Shifman CEO of residential developer, Intrapac Property joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: It's not about interest rates, it's about supply The future of the one-bedroom investment apartment Should investors concentrate on transport hubs? What happens if rates start rising again? See omnystudio.com/listener for privacy information.

RBA คาดคงดอกเบี้ยที่ 3.6% ท่ามกลางเงินเฟ้อที่สูงเกินคาด|เอริน แพตเทอร์สัน ยื่นอุทธรณ์คดีเห็ดพิษ |OpenAI เซ็นดีล 3.8 หมื่นล้านดอลลาร์กับ Amazon

RBA 再次按兵不動，利率維持 3.6%。行長警告通脹回落慢過預期，樓市升溫、消費回升，RBA進入「高位觀望期」？

We want to hear from you! Please complete our survey: 2025 ABC News Daily Audience SurveyThere's been hope of a November interest rate cut to coincide with the Melbourne Cup for months, but with inflation rising again, it seems all bets are off.What have the three rate cuts already granted this year done to house prices? Today, ABC finance commentator Alan Kohler looks at what's happening in the market and how immigration policies have left Australia with rising demand for housing and not enough tradies to construct them. Featured: Alan Kohler, ABC finance presenter and columnist

Spring is historically the time of year that sees the most new listings in the property market - and the highest sales volumes. But with rumours that the RBA is likely to keep interest rates on hold until next year, what effect will that have on sales? Eliza Owen from Cotality (formerly Corelogic) spoke to SBS's Cameron Carr

APAC stocks traded mostly higher overnight. European equity futures indicate a mildly positive cash market open with Euro Stoxx 50 future up 0.2%.Chinese RatingDog Manufacturing PMI data disappointed amid a sharp decline in export orders.Fed's Waller said he still advocates for the Fed to cut rates in December and said data fog does not tell you to stop.Crude futures gained at the open as participants digested the latest OPEC+ decision to raise output again by a modest 137k bpd in December before pausing for Q1 2026.In FX, DXY is steady, USD/JPY sits above 154 with Japan away from market, EUR/USD remains on a 1.15 handle, AUD marginally outperforms ahead of RBA this week.Looking ahead, highlights include Swiss CPI, EZ, UK & US Final Manufacturing PMI, US ISM Manufacturing PMI, Speakers including Fed's Daly, ECB's Lane & BoC's Macklem, Supply from BoE Gilt Sale (long-term), US Financing Estimates.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk