Podcasts about rba

APAC stocks were mostly pressured at the start of a risk-packed week and following on from the tech-led declines stateside amid a rotation out of AI, while participants digested economic releases, including the BoJ Tankan and Chinese activity data.The BoJ Tankan survey showed sentiment of Large Manufacturers was at the highest in four years, which supports the case for a rate hike.Hang Seng and Shanghai Comp were subdued after the latest Chinese activity data disappointed, and house prices continued to contract, with tech and biotech leading the declines in Hong Kong.US President Trump said on Friday that he is leaning towards Kevin Warsh or Kevin Hassett to lead the Fed and that the next Fed Chair should consult with him on interest rates.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.4% after the cash market closed with losses of 0.6% on Friday.Looking ahead, highlights include German Wholesale Price Index, EZ Industrial Production (Oct), Canadian CPI (Nov), US Advance Goods Trade Balance (Sep), and Australian PMI (Dec). Speakers include Fed's Miran, Williams, & RBA's Jones.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The BoJ Tankan survey showed sentiment of Large Manufacturers was at the highest in four years, which supports the case for a rate hike.European bourses are entirely in the green, with US equity futures also firmer; the RTY outperforms.DXY is a touch lower, whilst the JPY outperforms amidst growing bets of a BoJ hike this week and the Tankan Survey; the Kiwi underperforms after the RBNZ Governor suggested that market conditions have tightened “beyond” what the RBNZ intended.Global bonds are firmer across the board; USTs are currently firmer by c. 5 ticks.Crude benchmarks were initially firmer, but are now mildly lower as traders digest President Zelensky's potential concessions of Ukraine's NATO membership goals; XAU gains.Looking ahead, highlights include Canadian CPI (Nov), US Advance Goods Trade Balance (Sep), Australian PMI (Dec), Speakers including Fed's Miran, Williams & RBA's Jones.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The ASX200 fell 62 points, about 0.7%, its worst day in three weeks. The materials sector led losses, down 2.2% on dropping copper and iron ore prices and weaker Chinese data, with BHP and Rio pulling the market down. DroneShield bucked the trend, up roughly 10.5%. Investors now focus on US manufacturing, jobs and inflation releases, upcoming Fed speeches and the RBA’s Brad Jones address later today. 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.

Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making?   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. 

Ralf Preusser is joined in discussion by Adarsh Sinha and Mark Cabana. We will review the outlook for US rates and the US dollar after this week's FOMC meeting. We also analyse the motivation and implications behind the Fed's new Reserve Management Purchases. Finally, we will also discuss the dramatic repricing of the policy outlook for the RBA, preview next week's BoJ meeting and outline our views on GBP.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2025 Bank of America Corporation. All rights reserved.

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and commercial writer Ben Squires as they review the news of the week. This week, they discuss: The RBA's surprising rhetoric on the cash rate trajectory. The problems with the CSLR funding model. Why we might need to start calling Macquarie a major bank. And much more!

CBA economists Belinda Allen and Harry Ottley dissect the hawkish RBA Board meeting and analyse economic data on the labour market and consumer spending.  ------ 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, Cotality 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 ASX200 is reflecting an over 5% increase YTD but stretched valuations and lagging financials mean investors should tread carefully heading into 2026. Analysts expect resources to take the lead next year, supported by signs of stabilisation in China, while banks and tech face tougher conditions. With the RBA likely pausing rate cuts through early 2026 and inflation still sticky, sector positioning will be key.In this week's video, Sophia covers:(0:22): a review of the ASX200 in 2025(1:02): the risks heading into 2026(1:21): resources, rates & the key themes for next year(2:34): how the local market performed this week so far(3:33): the most traded stocks and ETFs this week(4:76): economic news items to look out for next week.

In this week's Wilson Weekly, Rachael Howlett and Dr Andrew Wilson break down the key market indicators as we move through the first full week of December, with just one more episode left for the year. They unpack the RBA's decision to hold interest rates once again, what steady official rates mean heading into 2025, and how renters continue to feel the squeeze following November's lift in home rents.They also analyse the latest weekly auction results, revealing a market that remains resilient despite affordability pressures and the winding down of the spring selling season.Discover our new tool: What's My Rental Home Yield?Money Mentor YouTube Channel: @moneymentorauLink to Dr Andrew Wilson on LinkedIn: /dr-andrewIf you enjoyed our podcast, make sure you follow and subscribe to stay up to date with the latest episodes.

Send us a textMarket anxiety rises as investors try to second guess tomorrow's Fed outcome. Mixed risk appetite; both equities and cryptos come under pressure. Hawkish pause from the RBA; aussie/dollar posts uninspiring climb. Both gold and oil decline, experiencing low volatility.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

The ASX200 edged lower, about 0.1% down, marking a 0.6% weekly decline. The RBA left rates unchanged and the US Fed decides tomorrow, keeping markets cautious. Materials rose 1.3% while tech fell 1.5% and financials slipped 0.4%. Silver hit $60/oz and gold gained, lifting their sub‑indexes. Investors watch the Fed announcement, Australian Job Standard data and China’s upcoming policy meeting. 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.

储备银行（RBA）周二（12月9日）作出了今年最后一次也是第八次利率决定，维持现金利率在3.60%不变。回顾2025年，储备银行三度降息将利率从4.35%下调至3.60%，其余五次则按兵不动，如何评价储行今年在货币政策调控方面的整体表现？（收听播客，了解详情）

SBS Finance Editor Ricardo Goncalves speaks with Paul Bloxham from HSBC and Stuart Roberts from Stocks Down Under about why the RBA decision to leave interest rates on hold at its December board meeting and the increasing chance the next move in rates will be up, not down.

US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers. Though the FT reported that China is set to limit access of NVIDIA's H200 chips; NVDA shares off best levels, last +0.5%.European bourses are broadly lower, US equity futures are mixed with the NQ dipping into modest negative territory after the FT report on NVIDIA.DXY hovers around 99.00, Antipodeans rise post RBA, and JPY remains subdued, but did gain on Ueda-FX related commentary.Global paper was initially subdued but now firmer, OATs await French vote.Crude benchmarks trade rangebound ahead of the EIA STEO, Copper continues to pull back from ATHs.Looking ahead, highlights include US Average Weekly Prelim Estimate ADP (4-week, w/e 22 Nov), JOLTS (Sep), EIA STEO, Speakers including BoE's Ramsden, Lombardelli, Mann, Dhingra & RBNZ's Breman, Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were subdued following the lacklustre lead from Wall Street, with markets cautious ahead of the FOMC policy announcement on Wednesday.US President Trump announced that he informed Chinese President Xi that the US will allow NVIDIA (NVDA) to ship its H200 products to approved customers.RBA unsurprisingly kept the Cash Rate unchanged at 3.60%, although comments from RBA Governor Bullock at the press conference leaned hawkish.Ukrainian President Zelensky said talks in London were productive and there is small progress towards peace.European equity futures indicate an uneventful cash market open with Euro Stoxx 50 futures -0.1% after the cash market closed flat on Monday.Looking ahead, highlights include German Trade Balance (Oct), US Average Weekly Prelim Estimate ADP (4-week, w/e 22 Nov), JOLTS (Sep), EIA STEO, Speakers including ECB's Nagel, BoJ's Ueda, BoE's Ramsden, Lombardelli, Mann, Dhingra & RBNZ's Breman, Supply from UK & US, Earnings from GameStop.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

儲銀 RBA 12月繼續按兵不動，行長更表示「可見的未來看不到會減息」。

Ella Loneragan speaks with Claire Tyrrell about the changes Perth needs to see to reach its full potential. Plus the latest on Synergy's $4.5m solar and wind farm, the RBA's cash rate and The Raft's move to South Perth.

Wall Street opened cautiously, with US stocks and bonds fluctuating ahead of the Federal Reserve’s policy decision, while Treasury yields pared earlier declines after stronger-than-expected jobs data. In corporate news, Ray-Ban maker EssilorLuxottica closed lower as Google revealed plans for AI-powered glasses, and Donald Trump has approved Nvidia’s shipment of H200 chips to China. In commodities, iron ore extended its losses as supply from the Simandou project ramps up. Back home, Aussie shares are set to rise on Wednesday after the RBA takes rate cuts off the table for now. 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 slipped about 0.5 % to under 8 600 points, with every sector in the red. Tech off 1.3 %, mining down 0.5 % and energy down 1 % after oil fell. The RBA left rates unchanged, shifting market focus to a 2026 hike. Look out for Thursday’s jobs numbers, January CPI and US Fed cut, plus quarterly ASX index rebalance. 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.

Latest decision from the RBA meeting. ► Record A Message  https://www.speakpipe.com/realestateradio ► Subscribe here to never miss an episode: https://www.podbean.com/user-xyelbri7gupo ► INSTAGRAM: https://www.instagram.com/therealestatepodcast/?hl=en  ► Facebook: https://www.facebook.com/profile.php?id=100070592715418 ► Email:  myrealestatepodcast@gmail.com    The latest real estate news, trends and predictions for Brisbane, Adelaide, Canberra, Gold Coast, Sydney, Melbourne and Perth. We include home buying tips, commercial real estate, property market analysis and real estate investment strategies. Including real estate trends, finance and real estate agents and brokers. Plus real estate law and regulations, and real estate development insights. And real estate investing for first home buyers, real estate market reports and real estate negotiation skills. We include Hobart, Darwin, Hervey Bay, the Sunshine Coast, Newcastle, Central Coast, Wollongong, Geelong, Townsville, Cairns, Ballarat, Bendigo, Launceston, Mackay, Rockhampton, Coffs Harbour. #PropertyInvestment #RealEstateInvesting #FirstTimeInvestor #PropertyManagement #RentalYields #CapitalGrowth #RealEstateFinance #InvestorAdvice #PropertyPortfolio #RealEstateStrategies  #sydneyproperty #Melbourneproperty #brisbaneproperty #perthproperty  #adelaideproperty #canberraproperty #PerthRealEstate #hobartproperty  #RealEstate  #RealEstateNews #MortgageTips #PropertyMarket #FinanceAustralia #BrisbaneInvesting   #RealEstateDevelopment #adelaide #PerthRealEstate #FirstHomeBuyer #AustralianProperty #AustralianRealEstate #PropertyMarketUpdate #MortgageAustralia #FinanceTips #HousingAffordability #RealEstateTrends #AussieProperty  #MortgageRates #HomeLoans  #PropertyMarket #MortgageTips #InterestRates  #BrisbaneProperty #QLDRealEstate #PropertyInvestment #AustralianHousingMarket #AdelaideProperty #AdelaideRealEstate #InvestInAdelaide #SouthAustraliaProperty #AustralianRealEstate #HousingTrends#MelbourneHousing #MelbourneInvestment  #MelbourneMarket  #PropertyInvestment #RealEstateTips #WealthBuilding #InvestmentStrategy #HomeBuying #AustralianProperty #RealEstateAdvice #SmartInvesting #UnitPricesPerth   #SydneyProperty #SydneyRealEstate #SydneyAuctions #PropertyMarketUpdate #RealEstateNews #AustralianProperty #PropertyInvesting #AuctionResults #HousingMarket2025 #RealEstateAustralia #PropertyTrends #NSWProperty #HomeBuyersAustralia  

The ASX 200 fell 39 points to 8586 (0.5%) after the RBA kept rates on hold as forecast. The index was down a similar amount before the 2.30pm announcement. Banks drifted lower, CBA down 0.6% and WBC off 0.6% with insurers staging a modest recovery, QBE up 1.2% and MPL rising 2.7%. MQG dropped another 0.9% with PNI falling 1.1%. REITs mixed, GMG down % with the rest of the sector better. Healthcare eased, CSL down 2.0% and RMD falling 2.3%. Retail stocks fell on the rates news, JBH off 1.9% and APE dropping 2.2% as SUL fell in sympathy with BAP, down 21.3% on another nasty trading update. Telcos slid lower, TLS down 0.6% and TPG with some issues fell 1.6%. Tech once again on the nose, XRO off 0.7% and TNE down 1.6% with 360 falling hard.In resources, iron ore stocks firmed, FMG up 1.7% and RIO flat. Gold miners drifted lower, PRU off 1.5% and NST falling %. Oil and gas stocks eased, uranium mixed, PDN and DYL to the good, LOT down to the bad. Lithium stocks holding, up but rare earths sliding back to earth.In corporate news, LTR dropped 2.3% on a new offtake deal, WAF fell 0.7% on drilling results.On the economic front, the RBA left rates unchanged. The board does not seem to be in a hurry to raise them either.Meanwhile in Asia, Japan up 0.2%, HK down 0.8% and China down 0.1%.10-year yields higher at 4.75%.US Futures – DJ up 9 points and Nasdaq up 10.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.

Starting in the US overnight, Wall St saw a relatively flat session, as all eyes remain on the impending Fed meeting later this week. While investors are expecting a nearly 90% chance of a rate cut, focus will be on the economic projections and the general sentiment of Chairman Jerome Powell to help shape how markets will react over the next few weeks. The S&P500 closed the trading day flat, the Nasdaq gained 0.1%, while the Dow Jones fell 0.4%, primarily weighed down by 4.7% drop for JP Moregan Chase, who reported higher than expected 2026 expense projections.Elsewhere, it was a similar story in Europe as the Stoxx600 index ended the day slightly down 0.1%, where  0.5% rise for the German Dax and a 0.7% fall for the French CAC offset, while the FTSE remained just about flat.And in Asia, the Chinese CSI fell 0.5%, the Hang Seng fell 1.3%, while the Nikkei added 0.1%.Locally yesterday, the ASX200 extended on its losses from Monday with a 0.5% slide, mainly in the afternoon after the RBA announced that the cash rate would remain unchanged at 3.6%. Although this was widely expected, the market reacted to comments from RBA Governor Michele Bullock stating that no rate cuts were on the horizon for the “foreseeable future.”What to watch today:Looking ahead to today however, the ASX is expected to rebound from the last 2 days' losses, with the SPI futures indicating a 0.3% jump at the open of trade.Over to commodities,Crude Oil prices have slipped a further 0.8% to US$58.40 per barrel.In precious metals, Gold is trading up 0.5% at US$4209 per ounce, while Silver has jumped another 4.5% to over US$60 per ounce, smashing its previous all time high and reaching 110% price gain year to date. The run is driven by squeezing supply, as well as a surge in demand for industrial usage, as silver is currently used in areas such as electronics and solar panels. Meanwhile, Iron Ore remains stable at US$106.29 per tonne.Trading Ideas:Finally, we'll dive into some trading ideas for your consideration today. Bell Potter maintains its buy rating on online automative retailer CAR Group (ASX:CAR), with a 12 month price target of $42.20 per share. Their recommendation is based on its steadily accelerating growth, and forecasted earnings for next year.And Trading Central have identified a Bullish signal in Vicinity Centres (ASX:VCX), indicating that the price may rise from the close of $2.48 to the range of $2.69 to $2.73 over a period of 24 days, according to the standard principles of technical analysis.

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 the world is awash in better economic news today in many of the world's largest economies.First, the overnight dairy Pulse auction of the two key milk powders brought more weakness. The SMP price fell another -0.5% from last week's full auction, but as the NZD is rising, it was actually down -1.6% in NZD terms. The WMP fared worse, down -3.6% on the same basis in USD, down -4.2% in NZD. It is not a good trajectory.In the US there were some key labour market reports out today. First the weekly ADP private payrolls update for last week recorded a small +5000 gain which follows five consecutive weeks where they recorded more than a -27,000 loss of jobs (which was consistent with what they reported for the November month).And the catch-up JOLTS report for October showed little-change from September, but job openings were a little higher than anticipated for both months.And the widely watched SME sentiment survey from the NFIB was marginally better than expected, up slightly from October, but just back to the levels it has been at since May although that still leaves it at a slight net negative. Interestingly, the retail Redbook survey eased back a bit last week to the average rise it has recorded since later 2023, which mirrors retail inflation that is juiced by tariff-taxes. It is perhaps an indicator that the Thanksgiving seasonal retail was not as strong as hoped.There is more evidence that Trump is just plain dumb. After his failure to get the Chinese to buy US soybeans at scale, he is rolling out US$16 mln in taxpayer support for some farmers which will actually be very little for most. Now he is threatening swingeing tariffs on Canadian fertilizer imports of potash, oblivious that even if that blocks cheap Canadian imports, it will leave high-priced local product, with a net loss for farmers, probably exceeding US$15 bln. Even a high school economics student can see the flaws in his approach, which embeds higher costs on Americans.Trump has also handed China a huge AI chip win, agreeing to let Nvidia sell its best stuff to China. This will allow China to close the gap on the US AI advantages much faster now. The US security community is gobsmacked. China may not buy a lot, but it doers give them access to the technology.In Japan, machine tool orders were strong in November, up +14.2% from a year ago continuing expanded growth over the past seven months. But domestic demand actually fell. It was foreign orders that were the star here, up by +23%.Next week, there will be an important central bank meeting in Tokyo. Overnight remarks by the Bank of Japan governor seemed to set the groundworks for another rate rise on the basis that inflation is embedding, especially wage inflation, and that the risks of deflation there are receding on a permanent basis. Japanese long term interest rates are now approaching 2% and a twenty year high..Taiwanese exports were exceptionally strong again, as we have come to expect. They surged +56% in November from a year ago to a record US$64 bln, up from a 49% gain in October and again better that market expectations for a 41% rise. It is strong global demand for their chips and AI technology that is powering these amazing results.German exports also rose in October, a surprise because that had risen strongly in September and a small correction was expected.We get US export data on Friday, and in contrast to Japan, Germany, Taiwan and China, they are currently expected to show a retreat.In Australia, the RBA kept the cash rate on hold at Tuesday's review as expected. Their review was slightly more hawkish, firmly focused on the upside risks to inflation. And that is what financial markets reacted to with bond yields rising as a result.And staying in Australia, the NAB Business Confidence Index slipped in November from October, but stayed just positive, although the weakest reading since April. The survey showed business conditions softened after declines in sales and profitability.The UST 10yr yield is now at 4.17%, unchanged from this time yesterday.The price of gold will start today at US$4217/oz, and up +US$26 from yesterday. And we should note that silver has set a new record high, over US$60/oz.American oil prices are down -US$1 again at just over US$58/bbl, while the international Brent price is just under US$62/bbl. Analysts are sow saying a 'super glut' of oil is on the way, and downward price pressures will rise from here.The Kiwi dollar is +10 bps firmer from yesterday, now at just on 57.8 USc. Against the Aussie though we are essentially unchanged at 87.1 AUc. Against the euro we are up +20 bps at 49.8 euro cents. That all means our TWI-5 starts today at 62.1, and also up +20 bps from yesterday.The bitcoin price starts today at US$94,444 and up +5.1% from this time yesterday. Volatility over the past 24 hours has been moderate, at just over +/- 2.4%.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.

SBS Finance Editor Ricardo Goncalves speaks with Paul Bloxham from HSBC and Stuart Roberts from Stocks Down Under about why the RBA decision to leave interest rates on hold at its December board meeting and the increasing chance the next move in rates will be up, not down.

Send us a textMarket anxiety rises as investors try to second guess tomorrow's Fed outcome. Mixed risk appetite; both equities and cryptos come under pressure. Hawkish pause from the RBA; aussie/dollar posts uninspiring climb. Both gold and oil decline, experiencing low volatility.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Laurence Bristow is a former staffer at the Reserve Bank of Australia and currently is a Vice President and Research Associate at the Bank Policy Institute. In Laurence's first appearance on the show, he discusses the differences between the Reserve Bank of Australia and the Fed, The RBA's change in operating systems, what a demand driven system actually looks like, the motivation for the RBA to make this change, calls for changes to the operating system within the Fed, and much more. Check out the transcript for this week's episode, now with links. Recorded on November 20th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel  Timestamps 00:00:00 - Intro 00:01:22 - Laurie's Career 00:05:15 - Reserve Bank of Australia 00:11:33 - RBA's New Monetary Policy Implementation System 00:17:28 - What Is a Demand-Driven System? 00:26:02 - Interbank Market 00:31:33 - Motivations for a Demand-Driven System 00:40:10 - Bank Policy Institute Money Market Symposium 00:52:36 - Outro

Wall Street slipped overnight as U.S. Treasury yields climbed to multi-month highs, with investors sharpening their focus on the Federal Reserve. In corporate news, Paramount ratcheted up its battle for Warner Bros. with a hostile bid. In commodities, oil eased as Iraqi oilfield production returned to service, gold edged lower as traders grew cautious ahead of the FOMC meeting, and iron ore declined amid weakening demand signals from China. Back home, Aussie shares are set to open lower on Tuesday, with the RBA widely expected to keep rates on hold. 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 opened flat, slipping about 0.1 % as investors await the RBA’s rate decision and the Fed’s expected cut. Mining and energy retreated after last week’s gains, while telecom led the market up 1 %. China’s export data and upcoming policy meeting add further focus, and lithium miners remain a bright spot. 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.

Send us a textInvestors mostly on the sidelines; countdown to Wednesday's Fed meeting is almost over. Fragile risk appetite; cryptos start the week on the right foot. RBA meets on Tuesday; Aussie/dollar continues to climb. Oil and gold are rangebound; slow progress in Ukraine-Russia negotiations.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

US stocks were down overnight as the market keeps sweating the Fed meeting coming up. All sectors in the red. SP500 down 0.35% and Nasdaq off 0.14%. Bond yields also kept pressing higher. There's still been plenty of action. The major report is that Nvidia will be allowed to sell its H200 chips to China, sending the stock up 1.7%. Paramount Skydance is launching a hostile bid for Warner, at $30 per share, all cash. The Netflix bid was at $27.75, split between $23.25 in cash and $4.50 in Netflix common stock. Either bid has to make it past regulators. Trump is critical of Netflix. SPI futures down 24 points. ASX to open lower. Don't expect much to happen until the RBA release at 2.30pm.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.

The ASX 200 slipped 10 points in quiet trade to 8624 (0.1%). Banks eased slightly with ANZ and NAB down around 0.7%. The Big Bank Basket up to $269.33 (0.3%). Other financials and insurers were firm, QBE up 1.1% and ZIP doing well, up 5.7%. Industrials wafted around, retailers fell with JBH and WES showing modest losses. REITs were slightly better, led by GMG and TLS had a good day as did REA. Technology stocks were mixed, WTC up 0.8% and XRO continuing to fall, off another 0.6%. The All-Tech Index rising 0.1%.In the miners, iron ore majors came under a little pressure, with RIO off 0.9%. Gold miners too were under some pressure as bullion drifted lower, NST down 1.4% and EVN off 2.1%. Lithium stocks were on a roll. PLS up 6.1% and LTR blasting 14.8% ahead on UBS upgrades and short covering. Uranium stocks down, modest losses only. BOE the exception falling 4.5%.In corporate news, NSR got an agreed bid from Brookfield-GIC at 286c. S&P have downgraded their credit outlook for ASX Ltd to “negative” from “stable”. TNE have backed the new CFO following his time with CTD.On the economic front, RBA meeting tomorrow, and almost a shoe-in for no change to rates. The AUD is trading at a 3-month high.Meanwhile in Asia, Japan up 0.5%, HK down 1.0% and China up 0.7%.10-year yields steady at 4.70%.US Futures – DJ up 18 points and Nasdaq up 66.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.

In this episode of Broker Daily Uncut, host Alex Whitlock is joined by Finni brokers Eva Loisance and Costa Arvanitopoulos to unpack the key trends shaping the Australian property market as the year comes to a close – and what brokers need to know to guide clients effectively. From declining clearance rates, extended loan processing times, and lender strategies, to the impact of government initiatives like the Help to Buy scheme, the trio explore the complexities of financing, investment, and property acquisition in today's market. The hosts dive into the astronomical blowout in loan processing times, why many buyers are deferring purchases, and how investor demand – particularly via SMSFs – is driving a large portion of market activity. They also examine changing lender strategies for self-employed borrowers and discuss what the market is expecting the RBA to do with the cash rate tomorrow.

This is the Fear and Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes. ASX lower ahead of RBA meeting Barnaby Joyce joins One Nation Arnott’s gets cash injection Costello stopped Future Fund trip Japan, Australia condemn aircraft incident Join our free daily newsletter here.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

US stocks held onto gains as the Fed countdown began, with the S&P 500 quietly rebounding to near a record high. In company news, Netflix slipped on a bumper deal with Warner Bros, while Ulta Beauty beat expectations ahead of the holiday sales period. Meanwhile, US Treasury yields edged higher following cooler PCE inflation data. In commodities, silver hit a record high on Fed rate-cut optimism, while oil prices held steady amid stalled Ukraine peace talks. Back home, Aussie shares are expected to open lower ahead of the RBA’s interest rate decision. 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 equities ended the trading week in the green, as all three industry benchmarks closed higher. The Dow Jones gained 0.22%, the S&P500 posted a four-day winning streak, closing 0.19% higher, putting the index about 0.7% off its intraday record. This was after the latest inflation data was announced, which may provide incentive for the Federal Reserve to lower interest rates this week. European markets closed mostly in the red, however the German DAX managed to advance 0.6%, while France's CAC dropped 0.09%, the FTSE100 down 0.45% and the STOXX600 closed flat. The euro zone GDP rate was also released, showing the economy grew 0.3% in the third quarter. Locally, the ASX200 gained 0.24% over the week and closed 0.19% higher on Friday. On Friday, materials and financials were up the most, while consumer discretionary and energy weighed down on the market. What to watch today:Our local market is set to drop at the open, with the SPI futures suggesting a 0.15% decline at the time of recording. Looking at commodities, Crude oil is up 0.69% at US$60.08 per barrel, holding at a two-week high, driven by geopolitical risk premium. Gold is trading flat at US$4,198.86 an ounce,And iron ore is down 0.59% at US$107.24 per tonne, while seaborne iron ore has dropped to a near four- week low, following the Simandou project in Guinea which has sent its first commercial shipment to China, which is creating a boost in global supply. This is expected to arrive in China by mid- January which will provide China with an alternative to dominant shipments from Australia and Brazil. And in economic news, investors are cautiously awaiting the next RBA cash rate decision which will be announced tomorrow. Trading Ideas:Trading Central have identified a bullish signal in Tabcorp Holdings (ASX:TAH) indicating that the stock price may rise from the close of $0.94 to the range of $1.12 to $1.16 over 25 days.They have also identified a bearish signal in Supply Network (ASX:SNL) indicating that the stock price of fall from the close of $32.96 to the range of $28.90 - $29.70 over 15 days, according to the standard principles of technical analysis. 

Kia ora,Welcome to Monday'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 long term global bond yields are rising.The coming week will be one dominated by the final central bank monetary policy decisions of the year. The big one, the one that will likely move markets, is the US one on Thursday NZT. Markets expect a -25 bps cut to 3.75%. There will also be central bank decisions from Canada (Thursday, no change expected), Switzerland (Friday, no change), Australia (Tuesday, no change), Brazil (Thursday, no change), and Turkey (Friday, -100 bps).This week will also feature China releasing a series of key November economic data including for exports (expected to be strong), CPI inflation (expected to rise marginally but stay very low), PPI (still in deflation). Monetary and debt data will also be closely watched. In Japan, it will be all about their Q3 GDP, PPI, and machine tool orders.In India, markets will focus on November inflation data.In Australia, apart from the expected no-change RBA decision, labour market data will likely show their jobless rate edging up, and business confidence surveys are expected to be broadly stable.At the end of last week bond markets kept pushing up long term yields. The rise of Japanese long bond yields has this market concerned. But that just comes on top of where US fiscal stability is heading.In the US, personal income data is in catch-up mode with September details released over the weekend. Income was up +1.9% from a year ago while personal expenditures were up +2.1% on the same basis. Their PCE version of inflation was +2.8% and rising. There are no real surprises in this now-old data.Meanwhile US consumer debt rose +2.2% or +US$9.2 bln in October, less than expected and less than the September rise. Revolving debt (like credit cards) rose at an annual rate of +4.9%. Non-revolving debt which includes car and student loans was up +1.2%.Earlier, the University of Michigan December consumer sentiment survey reported it didn't fall from November, posting a small, probably insignificant gain. That leaves it -28% lower than a year ago. Year-ahead inflation expectations decreased from 4.5% last month to 4.1% this month. Despite the nominal improvements, the overall levels across the board remain quite dismal for most consumers there.Canada reported payroll data for November over the weekend and rather than the expected -5000 dip, they got a +53,600 gain in overall employment. But unfortunately for them, all the gains were in part-time employment (+63,000) with full time jobs shrinking -9,400.This extended better-than-expected labour market report is one of the reasons the IMF's latest review of Canada was quite positive. They are impressed by how Canada is handling the attempted-trashing it has been getting from the US.In China, their foreign exchange reserves, already very large, climbed to US$3.346 tln in November and fractionally less than expected. It was the fourth straight month of increases, to the highest level since November 2015 and it happened even though the US dollar weakened. Meanwhile, the People's Bank of China continued to add to its gold holdings for the thirteenth consecutive month, with reserves edging up to 74.1 mln troy ounces in November and their value rose +4.5% in a month (in USD).In India, and as expected, their central bank cut its key repo rate by -25 bps to 5.25% at its Friday meeting. They claim confidence in a softer inflation outlook. The RBI has now cut rates by a total of -125 bps since the beginning of the year, bringing the repo rate to its lowest level since July 2022.In Japan, household personal spending fell unexpectedly in October, and quite hard. It was down -2.9% from a year ago, way different to the market expectations of a +1.0% rise, and reversing a +1.8% gain in September. It was the first decline since April. From September, personal spending fell -3.5%, and starkly different from the expected +0.7% rise.In Germany, factory orders rose +1.5% in October from September, better than the expected +0.5% gain but slowing from an upwardly revised 2.0% gain in the previous month. From a year ago, their factory orders are down -0.7% however. The latest data was boosted by a very large (+87%) jump in orders for large equipment like aircraft, ships, and trains. There was also a +12% rise in metal production and processing. In contrast, demand for electrical equipment fell -16%. These are all quite big moves with the overall change.Globally, the FAO says its Food Price Index declined for the third consecutive month in November, with all indices but cereals down. Dairy prices were down -1.6% from a year ago, down -11.5% from their June peak. Meat prices were up +5.0% from a year ago but down -2.7% from their recent September peak.It is probably worth noting that the Argentine wheat crop is going to be huge this year, one that will have global impacts. In Australia, the winter wheat crop will be the second largest ever too.Also worth noting is that Trump's boast to farmers that the Chinese will be back buying American soybeans in a major way was just fantasy. They have bought only minor volumes. Administration officials are now admitting there never was any agreement.And we should also probably note that the copper price is moving up sharply again, back toward its US-tariff-induced July heights.The UST 10yr yield is now at 4.14%, unchanged from this time Saturday, up +12 bps for the week. The price of gold will start today at US$4197/oz, and down -US$18 from Saturday, down -US$13 for the week. Silver is moving higher again, back at over US$58.50/oz and near its record high.American oil prices are holding at just over US$60/bbl, while the international Brent price is still at just under US$64/bbl, and up about +US$1 for the week.The Kiwi dollar is marginally higher from Saturday, now at just under 57.8 USc, up +50 bps for the week. Against the Aussie though we are unchanged at just on 87 AUc. Against the euro we are also unchanged at 49.6 euro cents. That all means our TWI-5 starts today at 61.9, and little-changed from yesterday and from a week ago.The bitcoin price starts today at US$89,503 and up +0.7% from this time Saturday. Volatility over the past 24 hours has been modest, at just on +/- 1.0%.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.

September quarter National Accounts data was the key highlight this past week. Annual growth lifted to 2.1% reaching our estimate of Australia's speed limit. Consumers are spending, businesses are investing and the public sector continues to add to growth. Belinda Allen and Ashwin Clarke unpack the data and discuss the implications for the RBA.   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.   

Stevie and Laura wrap up a quiet first week of December, with the ASX managing a small lift to notch its fourth straight day of gains. Investors worked through mixed local data, including softer GDP but a surprisingly strong jump in household spending has kept rate expectations in focus. Lithium miners were standouts on upgraded demand forecasts, Premier Investments weighed on consumer discretionary after flagging softer earnings, and NextDC climbed after striking a major data centre deal with OpenAI. With the RBA’s decision on Tuesday, the US Fed on Thursday, and key inflation and jobs data on the way, markets are bracing for a big week ahead. 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.

Send us a textDollar resumes slide ahead of shutdown-delayed PCE inflation data. Yenextends recovery as probability of December BoJ hike surges. Aussie gainsas RBA seen keeping rates on hold through 2026. Stocks extend recoveryas markets eye Fed rate cuts, gold rebounds.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

Welcome to the one hundred sixty second episode of the #ExpatChat podcast. We explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Director – EMEA, Brett Evans, and Financial Planner, Adam Prentice, unpack What Will the Surprise Inflation Spike do to Markets? Brett and Adam first discuss Australia's surprise inflation spike, which recently hit 3.8%, and then examine its potential effects on property shares, currency, and market expectations. They also analyse the housing sector's growth alongside government policies contributing to the inflation spike, highlighting how these factors may shape upcoming RBA interest rate decisions. Furthermore, the discussion explores the broader impact on borrowing, property affordability, and equities, while offering Australian expats practical insights to navigate markets and make informed investment decisions amid the ongoing surprise inflation spike. Links discussed in this episode: • Upcoming Seminars & Webinars – atlaswealth.com/events • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management Twitter: www.twitter.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt

The ASX200 barely moved, up only five points, after September quarter GDP showed 0.4 % growth versus the expected 0.7 %. The modest rebound faded as investors eyed US data. November ADP jobs, industrial production and the Fed’s December dot plot. Plus, the RBA’s 2026 rate outlook. Energy and health lagged, while iron ore miners slipped on Vale’s demand downgrade. 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.

Australia's GDP grew at 0.4% for the last quarter, and 2.1% for the last year - again adding another headache for the RBA's next cash rate decision.See omnystudio.com/listener for privacy information.

Banks won't tell you if you're better off with a fixed-rate mortgage. But strong evidence shows most borrowers will lose when they bet against the bank by settling on a three-year fixed rate. With expectations building that RBA rates may rise, fixed rates seem attractive once more, but you need to know why the odds are against you. Stuart Wemyss of the Prosoluton Private Clients group joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: You fix, you lose: here's the data over two decades The new APRA lending limits How non-banks will now rush the mortgage market Pressure mounts on CGT for residential investments See omnystudio.com/listener for privacy information.

問：國際貨幣基金組織（IMF）對澳洲經濟的最新總體評估是怎樣的？ 答：I初步肯定澳洲經濟有韌性，通脹顯著回落，且勞工市場強勁。但同時提出多項憂慮，包括生產力疲弱、政府開支無序擴張、州政府債務嚴重以及房屋供應問題，指這些都是需要處理的結構性問題。問：IMF對澳洲政府提出哪些稅制改革建議？ 答：IMF建議澳洲應增加間接稅（例如調高商品及服務稅GST）、對礦業開徵新稅、並以房產稅取代印花稅，以建立更穩定和可持續的稅收基礎。同時建議減公司利得稅以平衡稅制。問：為何IMF的稅改建議被認為在政治上難以實行？ 答：建議中的增加銷售稅被視為累退稅（窮人負擔相對更重），在政治上難以推行，可能導致「政治自殺」。此外，由於澳洲現行的累進稅制門檻（例如18萬澳元）多年未隨通脹調整（缺乏indexation），導致越來越多人跌入最高稅階，加劇了「多勞多得」的反作用，削弱了生產力，也讓民眾對福利社會產生不滿。問：澳洲的中央銀行制度存在什麼不尋常的權力配置？ 答：根據《澳洲儲備銀行法》第11條，澳洲財政部長有權推翻澳洲儲備銀行（RBA）關於利率的決定。儘管此權力自1959年生效以來從未使用過，IMF仍指出各國政府在財政壓力下向央行施壓的現象，認為這是一個危險的信號。問：澳洲經濟面臨的長期結構性挑戰是什麼？ 答：澳洲與其他發達國家（如加拿大、歐洲）一樣，面臨實質生產力增長放緩的問題，這被認為是全球經濟告別高增長時代的普遍現象。此外，政府的福利制度（例如NDIS殘疾津貼）存在無序擴張及固化的現象，加之州政府債務（如維多利亞州）的飆升，形成了財政上的潛在炸彈，進一步影響經濟持續性。 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit leesimon.substack.com/subscribe

It was a week full of surprises in Australia. The inaugural monthly CPI data came in stronger than expected for October. Business investment and construction work done blew away forecasts and suggest Q3 GDP will be strong. Trent Saunders and Belinda Allen unpack the data and contemplate what this means for the RBA.   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. 

The ASX200 closed up about 0.7%, marking three consecutive days of gains and a weekly rise of roughly 2.2% after last week’s 2.5% slump. Hotter‑than‑expected inflation (headline 3.8%, core 3.3%) pushed RBA rate‑cut odds down to 24% for May. Materials, health and consumer stocks led the upswing while tech, telcos and utilities fell. Zip jumped 7% and DroneShield 8% after a European defence contract; Temple & Webster slumped 33% on a weak trading update. Looking ahead, US inflation, jobless claims and durable‑goods data, plus the RBNZ, UK budget and Beige Book, will shape market sentiment. 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.

From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at the Reserve Bank of Australia. In this candid conversation from the Women in Finance Summit 2025, host Annie Kane sits down with the central banker to discover the leadership lessons she's learned navigating high-stakes decisions, career pivots, and a rapidly evolving financial landscape. Tune in to find out: How she built confidence and resilience in complex roles. The pivotal moments that shaped her leadership journey at the RBA. Her advice for women aspiring to be senior leaders in finance. And much more!

Inflation figures have all but killed off chances of rate cuts, but what will the RBA choose to do to counteract our problems next?See omnystudio.com/listener for privacy information.

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）。

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.