Podcasts about rba

Australia’s economy is growing faster than expected. New GDP figures show the economy expanded by 2.6 per cent through 2025 — its fastest pace in almost three years — helped by government spending, strong business investment including data centres, and resilient consumer demand.Belinda Allen, Head of Australian Economics at Commonwealth Bank, joins Sean Aylmer to unpack the numbers, and she explains why the strong economy, the inflation challenge, and international uncertainty have put the RBA in a pickle.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Day 5 - The ASX 200 fell another 176 points to 8901 (1.9%) as resources and banks came under pressure. Asian regional markets went into full panic mode with Korea down 11%, its largest move since the GFC. It had been a tear for some weeks and has now come undone. Resources were under serious pressure from the off. BHP down 3.5% with FMG off 3.0% and the gold miners down but not quite out. NST down 2.5% and EVN off 4.7%. Lithium stocks dropped, LTR down 3.2% and PLS off 1.3%. Copper stocks also falling hard, SFR down 2.9% and CSC down 2.2%. BSL bucked the trend as management said it was happy to chat to SGH! Uranium stocks dipped with PDN down 7.6% and BOE falling 8.4%. Oil and gas stocks were slightly lower, STO down 0.4%, BPT dipping 0.9% and VEA off 1.9%. WDS rose 0.9%.Banks fell after safe haven status was revoked today. CBA down 1.2% and MQG falling 2.5% as the Big Bank Basket dropped to $ (%). ANZ a big casualty off %. Other financials also eased, with insurers sloppy. QBE down % and MFG seeing profit taking off %. Industrials were generally weaker, WES continued to fall, CSL lost another 1.6% with COH down 3.5%. QAN dipped 2.7% and retail stocks fell. FLT down 1.1% and JBH off 1.7%. Tech managed to hold up with XRO up 2.0% and WTC flat. The All-Tech Index down 0.6%.In corporate news, EDV results underwhelmed off 3.5% and A1N jumped 4.4% as Kyle and Jackie seem to be heading for an expensive divorce!On the economic front, GDP came in slightly better than the RBA had forecast at 0.8%. China's National People's Congress in focus. Asian markets crushed, Korea off around 12%, Japan fell 3.9%, HK off 3.0% and China down 1.4%. 10-year yields jump to 4.75%US Futures down DJ off 216 pts and Nasdaq down 200.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In today’s episode, Ben O’Shea unpacks Trump’s endgame in Iran and why it could spook the RBA into a rate hike this month. Plus, everything you need to know about the not-so-secret Coalition review.See omnystudio.com/listener for privacy information.

The conflict in the Middle East continues to rage on, and there's concerns about what it could mean for the Australian economy. The US and Israel have struck more than 1200 Iranian targets, with plans to ramp up the bombardment in coming hours, and Iran has launched more strikes and choked oil tanker transit through the Strait of Hormuz. Australian correspondent Murray Olds says RBA governor Michele Bullock says it's too early to know the impacts, but economists have warned this could see petrol prices rising by 40 cents a litre. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Oil rises further and US stocks drop as markets fear a longer Middle East conflict and higher inflation. ANZ Research has upgraded its forecast for Q4 GDP out today, and Australia's housing market and consumers start to soften as the RBA says March's rate meeting is ‘live'.And then in our deep-dive interview, ANZ Senior China Strategist Zhaopeng Xing analyses how China's economy is placed to withstand the Iran oil price shock.Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/

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. Today we lead with news inflation spike fear is gripping financial markets today as equities fall, bond yields rise, some key commodities like the oil price are spiking, and there is a sharp move toward perceptions of financial 'safety' which is hurting commodity-based currencies like the AUD and the NZD. The fear is based on seeing central banks hiking policy rates to weight against a looming inflation spike, just when economic activity is likely to weaken sharply on the consequences of Trump's wars. The fear is stagflation on steroids. It is affecting investors from New York to Shanghai. And now Trump is blaming friends (Spain, the UK) for not being supportive enough and threatening new trade restrictions. But it isn't universal - yet anyway. First up today, there has been another very good dairy auction overnight, the fifth positive one in a row, delivering prices up overall by +5.7% un USD terms. With the falling NZD, prices are up +8.4% in NZD. Our charts tell the story overall and in product detail. Basically prices are now back to the high 2025 levels in both USD and NZD terms. Yes, analysts will be reaching for their pencils to reassess the season's payout forecast, although we should caution that we are well past the peak of the milk flows - and that volumes offered and sold overnight are falling away seasonally. More broadly, in the US overnight, the February US Logistics Manager survey showed pressure on their system with rising inventories and strained capacity. Meanwhile the RealClearMarkets/TIPP Economic Optimism Index retreated in March from February, and delivering a decline when an rise was expected. This is largely because personal investor sentiment fell sharply as confidence in US government economic policies slipped away. In the Middle East, only one tanker, a Singaporean one, has managed to traverse the Straits of Hormuz in the past day. It's essentially closed still. Insurers have cancelled policies. Now the US says it is considering providing that, at taxpayer expense. The costs of war are broad. The scheduled meeting between Chinese President Xi and US President Trump is still on for the end of March. Given the unhinged policy-making by the US, it is a lottery on how this will play out. Trump will undoubtedly look for short-term, face-savings wins. Xi will be playing a much longer game. Meanwhile, China is putting the finishing touches to its latest five-year plan. We are approaching the rubber-stamp set piece. In Europe, the Euro area inflation rate rose to 1.9% in February, up from 1.7% in January. Although minor it was an unexpected rise. And that pushed core inflation up to 2.4% in February. Given the global rise in uncertainty, and the US/Israel/Iran crisis pushing up their energy costs very sharply in the past few days, these inflation levels are unlikely to stay this low in March, giving the ECB a new headache. In Australia, total residential building consents fell at a -7.2% rate in January, following a -30.7% drop in December. Year on year it is down -15.7%, the largest fall since late 2023. This may have ended the rising trend of approvals that started in July 2024. But there were 9,900 detached houses approved for construction nationally, a 41-month high. The big shortfall is in intensive housing. Australia's current account balance fell by -AU$2.8 bln in December 2025 to a deficit of -AU$21.1 bln. This is its second consecutive fall, driven by a net primary income deficit widening. This will take -0.1 percentage points from the December 2025 GDP result which will be released tomorrow. In public comments yesterday, the RBA governor acknowledged the sudden increase in uncertainty in the global economy, on top of already high uncertainty from Trump's abandonment of an international rules-based order. She said "a supply shock could, for example, add to inflation pressures. And the potential implications for inflation expectations are something we are very alert to. But at the same time, a prolonged impact on energy markets could have adverse effects on global economic activity and result in downward pressure on inflation. It is not obvious how this might play out." Westpac says Brent crude at US$100 is entirely possible in the coming few weeks. The UST 10yr yield is now just on 4.06%, unchanged from yesterday, although it did get up to 4.11% in between.  The price of gold will start today down -US$179 from yesterday at US$5117/oz. Silver is down another -US$4 at US$83/oz today. American oil prices are up +US$5.50 at just under US$76/bbl, while the international Brent price is up the same to be now just over US$82.50/bbl. These at +7.5% rises. A collapse in Iranian oil production could have quite deep impacts. The Kiwi dollar is another -50 bps lower against the USD from yesterday, now just on 58.8 USc. Against the Aussie we are down -10 bps at 83.8 AUc. We are down -60 bps against the yen. Against the euro we are unchanged at 50.7 euro cents. That all means our TWI-5 starts today down -40 bps, now just on 62.5 and a new one month low. The bitcoin price starts today at US$67,5755 and down -3.2% from this time yesterday. Volatility over the past 24 hours has been moderate at just under +/- 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'll do this again tomorrow.

Wednesday 4 March 2026 The top five business stories in five minutes, with Sean Aylmer and Michael Thompson. RBA: rate hike is ‘live’ Middle East conflict escalates Richest radio show collapses Google v Apple in smartphones Weight loss drugs might help heart attack victims Hit follow on the podcast so you don’t miss the latest news. Join our free daily newsletter here. And don’t miss the latest episode of How Do They Afford That? - this week, a sceptic’s guide to Manifesting March. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.Support the show: http://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

The conflict in the Middle East continues to rage on, and there's concerns about what it could mean for the Australian economy. The US and Israel have struck more than 1200 Iranian targets, with plans to ramp up the bombardment in coming hours, and Iran has launched more strikes and choked oil tanker transit through the Strait of Hormuz. Australian correspondent Murray Olds says RBA governor Michele Bullock says it's too early to know the impacts, but economists have warned this could see petrol prices rising by 40 cents a litre. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The ASX 200 fell 124 points to 9077 (1.3%) as events in the Middle East started to catch up. Comments from Michele Bullock on rate rises didn't help sentiment. Although the RBA is as in the dark as the rest of us in terms of implications. Across the board losses as resources saw profit taking, BHP fell 2.6% and RIO dropped 2.4%. Gold miners eased back after gains yesterday, leverage again being unwound. EVN down 4.5% and NEM off 2.0%. Rare earths and lithium fell hard, PLS dropped 6.8% and MIN off 6.1%. Oil and gas firmed, but not getting carried away. WDS up 0.8% and KAR up another 1.7%. Uranium stocks firmed too, PDN up 0.4% and coal better, WHC up 3.2% as coal prices spiked. Banks eased back slightly with the Big Bank Basket up modestly to $302.82 (+0.2%). MQG dropped 1.7% but MFG soared 21.9% on the Barrenjoey deal and placement. Insurers slipped but REITs hit hard as bond yields rose. GMG down 2.4% and CHC off 2.2%. Healthcare stocks fell led by CSL down 1.4% and FPH down 1.5%. WES dipped 3.6% with retail stocks falling hard on rate rise fears plus higher petrol prices. JBH down 3.2% and APE fell 5.6%. Travel stocks remain on the nose, FLT down 1.8% and WEB falling 2.0%. Tech held up relatively well, WTC off only 2.3% and XRO down 1.4% with the All-Tech Index down 2.3%.In corporate news, TWE fell 1.7% despite the French billionaire increasing his stake. CSC fell 8.1% despite record revenue and EBITDA failing to meet expectations. 360 ditched despite a maiden annual profit. NEU sold down 8.8% on news Acadia has requested a re-examination of EU ruling.On the economic front, consumer confidence fell 3.1pts last week.Asian markets weaker, Japan fell 2.7%, HK off 0.1% and China up 0.2%. South Korea down 5.7%. It had a holiday yesterday!10-year yields jump to 4.76%US Futures down DJ off 317 pts and Nasdaq down 275.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

Wall St plunged overnight as the US-Iran conflict showed no signs of slowing down, with all 3 indexes down more than 2 and half percent at their lowest points of the day. However, shares did somewhat recover in the afternoon, with the major indexes ending up closing around 1% down – the Dow Jones lost 0.8%, the S&P500 0.9% and the Nasdaq shed 1%. What to watch today:Looking ahead to today, the ASX is poised to see a similar result, with the SPI futures pointing to a 1.4% drop at the open of trade today. Global markets are reacting to growing threat that this conflict will last longer than initially expected, passing beyond a brief exchange of missiles. The RBA is also due to release Australia's 4th quarter GDP data at 11:30am, with economists forecasting a 0.6% lift quarter to quarter, which will take annual growth to 2.2%. Results that fall significantly short of this could cause the markets to react accordingly. Following their record results yesterday, Bell Potter have maintained their Buy rating on Life360 (ASX:360), with a 12-month price target of $40 per share, based on their updated revenue and EBITDA forecasts for 2026 and 2027. Bell Potter have also maintained their Buy recommendation on ALS (ASX:ALQ), with a target price of 12 month price target of $28 per share, based on strengthening industry tailwinds and higher exploration spend. Finally, ending on commodities news, which have remained volatile overnight. Crude Oil peaked at over US$80 yesterday, but has since come down to US$75 per barrel as supply chain fears around the Strait of Hormuz persist. President Trump has suggested that the US navy could be deployed to escort ships through the Strait if necessary, providing the market some relief. Precious metals also saw significant pullbacks – Gold is down 4.3% to just under US$5100 per ounce, while silver is down 8% to US$82 per ounce. 

Kia ora. Welcome to Tuesday'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. Today we lead with news the world has suddenly gotten far more dangerous after the US/Israeli strike on Iran. Shipping costs especially are in a dramatic rise on necessary re-routing. The cost of war will hit inflation soon and that is a looming problem for central bank policymakers. And investors are demanding higher yields from not only corporate paper, but benchmark government bonds as well. But first in the US, the February PMI from the widely-watched ISM survey dipped very slightly from January, but held up better than analysts were expecting. It is only the third time in 40 months that this metric shows an expansion. It was driven by prices and imports, both of which are rising faster. New order flows rose at a slower pace. This metric is basically the same as the parallel S&P Global factory PMI for February, which noted faltering exports. This contrasts with the latest EU PMI which reports its strongest rise in new factory orders since April 2022 taking their factory PMI to a 44-month high. But coming with it are building inflationary pressures. Driving this result is a notable uptick in Germany which is now back in expansion. The rise and rise of Japanese manufacturing is now getting real momentum. Their February factory PMI burst out of its trend (confirming the January rise), to now be at almost a four year high. This is on the back of output, new orders and employment that all expanded at their fastest rates since January 2022. Not to be outdone, Taiwan's factory PMI rose sharply too in February, although this also came with higher inflationary pressure than for Japan. Firms there are struggling to meet demand. In some other selected Asian nations, their factory PMI's were mostly positive. This is true for Vietnam, Indonesia, and Thailand, although the same survey in Malaysia isn't quite so positive. Indian industrial production rose 4.8% in January from a year ago, and while most countries would love that, it represents a sharp slowing from December's +8.0% and is way below the +6.5% expected. The December rate was unusual however, and the January expansion mirrors what we saw for most of 2025. China announced late yesterday that they attracted ¥92 bln (US$12.6 bln) in foreign direct investment in January 2026. This was -5.7% less than in January 2025. But we probably should also note that the December FDI was quite good, standing out from the long run of negative flows. (The December inflow was +US$20.6 bln.) In Australia, the Melbourne Institute monthly inflation gauge recorded an easing in monthly inflation in February, dipping -0.2% from January. The main influence were lower fuel prices. In annual terms, however, headline inflation remains elevated above the RBA's 2–3% target band and has exceeded the top-end of the band for the past six months. Changes in the monthly cost of living were mixed, with employee households experiencing the largest monthly increase. And staying in Australia, the Cotality Home Value Index rose +0.7% in February, easing slightly from a +0.8% gain in January. Price growth remained strong in Brisbane, Adelaide, and Perth, but values were flat in Melbourne and Sydney. Year on year, national home values rose +9.6%, moderating from +10.2% rise in January on this basis. Globally, we should probably note that the aluminium price is up during this turmoil, now at a four-year high. And tin has taken off, now at a record high. Copper is near a record high too, but it isn't changed during this crisis; its been at the current level all year. Also globally, we should note that air cargo demand rose +5.6% in January from a year ago with international airfreight up +7.2%, driven by the +9.4% rise in the Asia/Pacific region, and restrained by the +1.4% riser in North America. Meanwhile passenger air travel rose +3.8% with international travel up +5.9%. It is notable that domestic air travel fell in the US on a year-on-year basis. But it also did in Australia as well. And ocean freight costs have surged in the past day, shocking many as ships need to be re-routed away from the Middle East. The UST 10yr yield is now just on 4.06%, up +10 bps from this time yesterday.  The price of gold will start today up +US$18 from yesterday at US$5296/oz. Overnight it got up to a new record high of US$5415 but it has retraced since then. Silver is down a sharp -US$6 at US$87/oz today also after an interim burst higher. American oil prices are up +US$3.50 at just on US$70.50/bbl, while the international Brent price is up +US$4 to be now just over US$77/bbl. These at +6% rises. Given the intensified Middle East tensions, this seems pretty restrained. But European natural gas prices have leapt overnight. The Kiwi dollar is -70 bps lower against the USD from yesterday, now just on 59.3 USc. Against the Aussie we are down -40 bps at 83.9 AUc. We are down -20 bps against the yen. Against the euro we are unchanged at 50.7 euro cents. That all means our TWI-5 starts today down -50 bps, now just on 62.9 and a one month low. The bitcoin price starts today at US$69,835 and up +5.5% from this time yesterday. Volatility over the past 24 hours has been high at just under +/- 3.4%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.

A bumper week for the economy: December quarter GDP, household spending figures, building approvals and more. Michael Thompson is joined by economist Stephen Koukoulas to explore what it all means for Australian businesses, households and the RBA's battle against inflation.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, CBA  economists Belinda Allen and Ashwin Clarke discuss a busy week of data and RBA communications. CPI remains too high and capex intentions were upgraded, keeping the RBA on alert. Next stop is December quarter GDP figures.   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.   

Why do interest rates change? It isn't just to keep our lives "interesting and stressful." In this Finance Friday edition of Wealth Coffee Chats, we strip away the jargon and go back to the basics of lending.We pull back the curtain on the "Lender's Ecosystem" to explain why two people can look the same on paper but get offered completely different rates. From the secret math of "Risk-Based Pricing" to the specific hurdles of NDIS and commercial securities, this episode is a masterclass in positioning yourself as the "reliable borrower" banks are competing to sign.What We Covered:• The Anatomy of an Interest Rate: It's not just the RBA cash rate plus profit. We break down the three tiers: Cost of funds, the "Risk Premium," and the bank's margin.• The 2-Year Break-Even Secret: Did you know most banks don't make a cent of profit on your loan for the first 24 months? We discuss why "staying power" matters to lenders and how "clawbacks" affect the broker-lender relationship.• Security Under the Microscope: Why "St. George" might love a property one day and "St. George" might reject an NDIS or commercial property the next. We explore how banks rotate their appetite for different industries and security types.• The Credit Assessor—The Invisible Gatekeeper: While you talk to your broker, the Credit Assessor is the one holding the "Yes/No" stamp. We discuss how to speak their language (mathematics and policy) to get your deal across the line.• The 12-Month Refinance Hack: A look at the emerging trend where some lenders are bypassing standard assessment stress tests if you can prove 12 months of perfect repayment history.3 Key Takeaways1. Lending is a Math Problem, Not an Emotional One: Banks are essentially "buying your reliability." If the numbers stack up and you fit the current policy "box," the loan gets approved. When life events like divorce or business hurdles change your numbers, the solution lies in finding a lender whose policy box has shifted to match your new reality.2. Not All Lenders Are Created Equal: There is a massive hierarchy between Major Banks, Second-Tier lenders, and Non-Conforming (Third-Tier) lenders. If you don't fit the "Big Four" criteria, you might pay a premium, but that doesn't mean you're unborrowable—it just means your risk is priced differently.3. The "Ongoing Review" is Part of the Life Cycle: A loan is not a 30-year "set and forget" contract. Because bank policies and your financial health are constantly evolving, a review every 6–12 months is essential to ensure you aren't paying a "loyalty tax" to a lender whose risk appetite has moved away from your profile.

In this episode of Wealth Coffee Chats, Alex dives into a rapid-fire update on the Australian economic landscape and two significant opportunities for investors to protect and grow their wealth as we head toward the end of the financial year.From the latest "sticky" inflation numbers to a potential game-changing stamp duty exemption in South Australia, this session is all about staying proactive rather than reactive. We also break down the math on why income protection is one of the most efficient tax-planning tools in your kit.What We Covered:• The Inflation Sticky Point: January 2026 numbers are in at 3.8%. Alex discusses why this remains outside the RBA's target band and what it means for your mortgage and investment strategy in the coming months.• South Australia's $2M Property Play: A deep dive into the proposed "Downsizer Exemption." If you are over 60, you could potentially save over $100,000 in stamp duty when moving into a new build.• Tax Planning & Cash Flow Oxygen: Why waiting until June to find deductions is a mistake. We look at the "Net Cost" of income protection across different tax brackets and why it's a "must-have" for family breadwinners.• Event Update: A quick shout-out to the Melbourne and Brisbane mentoring pop-ups and a look ahead to the upcoming 4-day "Your Exit Plan" event in MelbourneTakeaways1. Watch the RBA Pause: While inflation at 3.8% is higher than the 2–3% target, the recent rate hikes need time to filter through the economy. Expect the RBA to hold steady in the short term as they monitor the lag effect on consumer spending.2. Strategic Downsizings Can Save Six Figures: The South Australian proposal for over-60s is a massive incentive. By purchasing an off-the-plan or new-build property up to $2M, eligible residents can bypass stamp duty—effectively keeping that "dead money" in their own pockets for retirement.3. Income Protection is a Dual-Purpose Tool: It isn't just "insurance"—it's a sophisticated tax play. Because premiums are generally tax-deductible, high-income earners (45% bracket) can essentially have the government subsidize nearly half the cost of protecting their most valuable asset: their ability to earn.

APAC stocks traded higher as the region took impetus from the rebound on Wall Street after Anthropic's presentation helped soothe some AI/software concerns, and with tech also bolstered by the USD 60bln Meta-AMD chip deal; Euro Stoxx 50 futures up 0.2% after the cash market closed flat on Tuesday.US President Trump talked up the economy in his State of the Union Address, saying that the nation is back, bigger, better and stronger than before, while he added that we've seen nothing yet.Regarding tariffs, Trump said the Supreme Court decision on tariffs is very unfortunate but added that tariffs will remain in place and nearly all countries want to keep the trade deals.Trump also commented on Iran, which he claimed is working on missiles that could soon reach the US, and noted Iran wants to make a deal but hasn't yet said that it won't pursue nuclear weapons.Antipodeans were firmer amid the positive risk appetite, and with AUD/USD leading the advances following firmer-than-expected monthly CPI data from Australia.Looking ahead, highlights include German GfK (Mar), GDP Final (Q4), Swiss Sentiment (Feb), EZ HICP Final (Jan). Speakers include RBA's Bullock, Fed's Musalem, Barkin & Schmid. Supply from Germany & US. Earnings from NVIDIA, Salesforce, Snowflake, TJX Companies, Lowe's, Synopsys & Bayer.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Thursday Headlines: Families of Australian diplomats told to leave Israel and Lebanon, Sydney duo charged over 85-year-old grandfather's kidnapping and murder, RBA governor denies inflation is 'taking off', health and education records of kids to be tracked for social media ban research, ayahuasca flagged as potential therapy for depression and here's what you think about the proposed e-bike laws. Deep Dive: He was one of the world’s most feared drug lords accused of flooding the US with fentanyl and expanding its grip across Mexico. Nemesio Oseguera Cervantes, known as El Mencho, was killed in a US-backed military raid on Sunday, sparking cartel retaliation that saw several Mexican cities thrown into chaos. In this episode of The Briefing, Chris Spyrou speaks with cartel expert Angelica Duran-Martinez about who El Mencho was, whether removing a kingpin changes the drug trade and what this chaos means for Mexico just months out from hosting the FIFA World Cup. Further listening from the headlines: An Australian clinic is 'transforming' lives with MDMA-assisted therapy How MDMA freed Kate from PTSD Follow The Briefing: TikTok: @thebriefingpodInstagram: @thebriefingpodcast YouTube: @TheBriefingPodcastSee omnystudio.com/listener for privacy information.

The ASX 200 climbed to a fresh record today, shrugging off stronger-than-expected inflation data. Markets followed positive leads from Wall Street despite volatility around Trump's State of the Union address. Key sectors included technology, consumer staples, and materials which hit its own record high. Investors await Coles' results and NVIDIA's overnight earnings, with RBA rate decisions still on the horizon. Steve Daghlian and Laura Besarati are Market Analysts at CommSec. Each episode, they break down the day's market movements and explain what the numbers really mean. 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.

Reserve Bank of Australia deputy governor Andrew Hauser speaks to economics editor Patrick Commins and business and economics reporter Luca Ittimani about the 2025 surprises that led to the first interest rate rise in two years. Hauser also responds to last week's criticisms by Tim Wilson, the newly appointed shadow treasurer, that the RBA has not down enough to curb inflation. And we put to the deputy governor your audience questions about house prices, economic inequality and how shoppers can respond when they think companies are ‘taking the p'

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Spotify, Podbean or Apple Podcasts. In this episode, Chris and Ying Yi run a top-down markets scan: recent performance and the outlook for yields, how hyperscaler AI capex is feeding into bond supply, inflation expectations and term premia, and where value is emerging across major asset classes. They cover the next moves from the RBA and the Fed, implications for housing and growth, and whether AI ultimately proves disinflationary. The conversation closes with the cross-asset tells—USD, gold and bitcoin—and what they're signalling for the year ahead. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.

Inflation has eased… except where it hasn't. Interest rates were meant to be heading down… until they weren't. And suddenly everyone's blaming government spending.   But is Canberra really the culprit - or is that just a convenient headline?   Today, Ken Raiss and I unpack what's actually driving Australia's sticky inflation, why the RBA is worried about "capacity constraints", and what policy makers could do that would genuinely take pressure off prices - without smashing households and without sabotaging the property market.   Now you've probably read about inflation and heard about it a hundred times by now, but having been involved in financial markets and property for over 50 years each, Ken and I are going to bring you a different perspective today and some new ways of thinking about things.   So please bear with us because I hope we're going to bring you some clarity and direction.   Takeaways  Inflation is the increase in prices over time. Interest rates are used to control inflation but can have negative effects on consumers. Government spending can contribute to inflation, but it's not the sole cause. Capacity constraints in the economy affect productivity and inflation rates. CPI may not accurately reflect the real cost of living for households. Investors should focus on A-grade assets in strong demand areas. Deficits can be acceptable if they lead to productive investments. Consumer confidence is crucial for economic stability. Strategic planning is essential for navigating the property market. Understanding economic fundamentals is key to making informed investment decisions.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Michael Yardney   Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us     Ken Raiss, Director of Metropole Wealth Advisory     Join Ken Raiss and Michael Yardney, plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future.

In this episode of the Mo Money podcast, we chat RBA rate hikes and what it means for your money. Obviously a bit of shock in this over the last little while, but we talk about where to from here, what it actually means for investors, and how you can make smart decisions with the current landscape and state of place. So, this episode is perfect for anyone who wants to have a bit more confidence in where they go from here.   Smarter money moves start here. Learn how to cut through the noise, avoid expensive mistakes, and get ahead faster. Helpful links:  Book a no-strings call to get more out of your money here: www.pivotwealth.com.au/booking  Upcoming events: www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697  Ben's books: www.pivotwealth.com.au/books  More about Pivot Wealth: www.pivotwealth.com.au Follow us on socials: Instagram: https://www.instagram.com/pivotben TikTok: https://www.tiktok.com/@bentalksmoney  YouTube: https://www.youtube.com/c/BenNashPivot  Facebook: https://www.facebook.com/pivotwealth/  Book a chat: calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth     Disclaimer This podcast is for education only and doesn't take into account your personal circumstances. It's not financial advice. If you buy a financial product, read the PDS and TMD, and seek advice tailored to your situation. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055.

อนุทินชนะเลือกตั้ง ลั่นสร้างกำแพงชายแดนไทย–กัมพูชา|เปิดคลิปเสียง ออสติน ฮีโร่วัย 13 โทร 000 ช่วยครอบครัวกลางทะเล|ผู้ว่าฯ RBA เตือน ดอกเบี้ยอาจขึ้นอีก หากเงินเฟ้อไม่ลด

澳洲儲備銀行 (RBA) 加息至 3.85%。市場擔心加息會增加 5% 首期買家的置業風險，實情是否如此？

In this week's podcast, CBA economists Ashwin Clarke and Harry Ottley break down a week full of economic data and RBA communication.  ------ 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. 

Interest rates are moving higher again as the RBA renews its battle with inflation: It's time to think seriously about inflation-proofing your investments, and that means a lot more than buying some gold. Chris Brycki of the Stockspot group joins Associate Editor - James Kirby in this episode. In today's show, we cover: The full menu for inflation-proofing your investments Big super funds don't have gold, but should you? Why Japan is back on the radar for sharemarket investors Dangers of market timing your superannuation choices See omnystudio.com/listener for privacy information.

US equity futures are higher, following Tuesday's mixed performance. Bonds mixed. US 10-year yield steady at 4.1% after notable drop in prior session after soft US retail sales. Gilts 2 bps lower. Dollar weaker, with biggest move versus yen. Oil gains, gold higher. Industrial metals gain. Bitcoin lower. Asia equities buoyed again by another positive finish on Wall Street overnight with the added tailwind of a weaker dollar/higher regional currencies. Several prominent Asia currencies are strengthening, among them we see the yen, almost 1% stronger on little fresh newsflow, the AUD on hawkish RBA comments, and the offshore yuan, which advanced to a near three-year high. Companies Mentioned: Warner Bros, Discovery, Netflix, Mattel, ConocoPhilips

In this episode of QAV Australia, Cameron and Tony navigate a particularly turbulent period for the ASX, noting a buy list that recently shrank to just three stocks amidst a broader market correction. The duo discusses the fallout for software companies like **Reckon (RKN)** and **Xero (XRO)** as the "AI penny drops," the impact of the RBA's unexpected rate hike, and the dramatic 24% jump for **Pepper Money (PPM)** following a takeover bid from Challenger. The episode features a deep dive into **Atlas Pearls (ATP)**, examining the unique (and labor-intensive) world of Indonesian pearl farming, before wrapping up with a "gritty" after-hours segment covering everything from *Game of Thrones* prequels to Baz Luhrmann's new Elvis documentary.

Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news. 

China is reportedly considering probing wine from France; could consider launching anti-dumping duty to French wine, and potentially take counter measures against the EU if it adopt duties.European bourses are trading on the backfoot; FTSE 100 outperforms on the back of firmer commodity prices; US equity futures mixed.DXY slightly lower heading into US NFP, JPY continues to gain, AUD bid after RBA's Hauser said inflation is "too high".Fixed income rangebound; Bunds little moved following tepid auction.Crude edges higher as Trump mulls sending another carrier near Iran; Gold rangebound; Base metals rise, led by nickel prices following an cut in output from the world's largest mine.Looking ahead, highlights include US NFP (Jan), Japanese PPI (Jan), BoC Minutes (Jan), OPEC MOMR. Speakers include ECB's Schnabel, Fed's Schmid, Bowman & Hammack. Supply from the US. Earnings from T-Mobile, McDonalds, AppLovin, Equinix, Motorola Solutions, Hilton and Kraft Heinz.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Join Angus Gidley-Baird and Ben Picton as they review the Reserve Bank of Australia's February decision. Are we headed for more rate hikes in 2026? And what factors could influence the RBA to hike or hold?   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. 

The ASX200 rose 1.6% Wednesday, hitting the 9,000-point level for the first time in 3.5 months as reporting season gained momentum. Financials led gains after CBA's strong half-year results provided a 7% lift, adding about 60 points to the index. The Aussie dollar surged to a 19-month high following RBA hawkish comments that inflation remains too high. Investors now await US jobs data and a wave of local company reports including AMP and Northern Star. 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.

Bryce and Ren bring in someone who lives in the data every day: David Bassanese, Chief Economist at Betashares, to help cut through what matters (and what doesn't) for investors heading into 2026.They unpack five big macro themes dominating markets including inflation, AI, commodities, Trump/tariffs, and China.In this episode:00:34 Making sense of macro noise with David Bassanese01:39 Why the outlook is still constructive heading into 202603:26 Inflation update: trimmed mean, housing pressure & RBA risk07:26 AI boom vs bubble: where are we in the cycle?10:18 Commodities: gold, copper, uranium and what's really driving prices12:54 Trump, tariffs & the US economy: what's priced in now18:58 China, Japan & the “Great Rotation” beyond the US32:45 Sleep-at-night investing: portfolio positioning for the long termWin a $500 Visa Digital eGift Card by completing the 2026 Equity Mates Media Community Survey! The Community Survey helps us understand how we can continue to improve our content to help you on your money and investing journey. You can either complete the five compulsory questions, or take 10 minutes to give us a bit more feedback: https://www.surveymonkey.com/r/WRWDVTV Stocks & ETFs mentioned: BHP Group (ASX:BHP), Fortescue (ASX:FMG), REA Group (ASX:REA), Nvidia (NASDAQ:NVDA), Alibaba (NYSE:BABA), Tencent (HKEX:0700), Betashares Japan Currency Hedged ETF (ASX:HJPN), BetaShares NASDAQ 100 ETF (ASX:NDQ).———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)———Looking for some of our favourite research tools?Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Show Notes - Episode 143Recorded: 3 February 2026Released: 8 February 2026Episode DescriptionJack the Insider (Joel Hill) and Hong Kong Jack tackle the RBA's surprise interest rate hike, the coalition's post-election implosion, and dive deep into the Epstein files fallout. From Gaza peace plans to Japanese economic roller coasters, plus Carlton's dodgy pre-season training—it's all here.Timestamps & Topics00:25 - Welcome & RBA Breaking NewsThe Reserve Bank hikes interest rates by 0.25 percentage points as predicted, with markets forecasting two more increases this year in response to 3.8% inflation.01:29 - Interest Rates: The Blunt InstrumentDiscussing government spending as the inflation driver and the uneven effects of rate hikes on mortgage holders versus savers.03:35 - Trump vs The FedHow the US Federal Reserve dropped rates under pressure from Trump despite similar inflation to Australia, and the risks of economic overheating.05:22 - Blame the Barmy Army?A tongue-in-cheek theory from KO: Did England's cricket supporters spending during the Ashes tour drive up inflation to 3.8%?06:49 - Cocaine EconomicsAustralia's most expensive drugs in the world, Rugby World Cup memories, and why Western Australia pays double.08:38 - Coalition Chaos: Nationals Hold OnDavid Littleproud's leadership survives as spill motion fails, but Andrew Hastie drops out of Liberal leadership race.09:33 - The Oxford ConnectionAngus Taylor, Tony Abbott, and Australia's history of Oxford-educated prime ministers—from Gorton to Turnbull.10:09 - Angus Taylor's Shadow Treasurer StrugglesTroy Bramston's scathing assessment of Taylor's poor performance and lost economic credibility for the Coalition.11:37 - Coalition Split ContinuesLittleproud rejects reconciliation attempts while Sussan Ley remains Liberal leader, with potential "none-of-the-above" candidates waiting in the wings.12:13 - Listener Ray on Electoral MathThe great compulsory preferential voting debate: why the Nationals win 15 seats on 3% of first preferences while Greens get one seat on 12%.14:26 - Anthony Green's PatienceThe legendary election analyst educates Twitter on how Labor would have won 85 seats under first-past-the-post voting.15:26 - One Nation's Coalition TargetsAnthony Green's analysis reveals 20 Liberal and National seats at risk from One Nation, with only five Labor seats vulnerable.17:27 - Could One Nation Replace the Nationals?Exploring the possibility of a major conservative realignment, with potential Nationals MPs considering defection.19:35 - What Do the Nationals Stand For?From "agrarian socialists" to today's identity crisis—the party that used to represent farmers now struggles to define its purpose.21:05 - Anti-Semitic Abuse at Sydney UniversityFormer staff member Rose Nakard faces court on stalking and intimidation charges for allegedly calling Jewish students "fucking filthy Zionists" and "parasites."24:45 - Community Response Over LegislationWhy community rejection of hate speech matters more than criminalising phrases like "globalise the intifada," and the problems with new laws affecting police discretion.27:21 - $25 Billion Hospital and NDIS DealAlbanese and state premiers sign massive health funding package while agreeing to limit NDIS growth to 6% or less.28:21 - Autism and the NDIS DebateMoving mild forms of autism out of NDIS into schools—sensible reform or cost-shifting? Only 23% of NDIS costs despite larger recipient numbers.29:38 - The NDIS Needs a Medicare-Style RethinkComparing the transition from Medibank to Medicare: why the NDIS needs root-and-branch reform, not just tinkering.31:03 - Chronic Illness Left OutPeople with ME, CFS, MS, and fibromyalgia struggle to access NDIS support while other areas may be over-serviced.33:26 - Spain's Migrant AmnestySpain grants legal status to 500,000 undocumented migrants—stark contrast to anti-immigration sentiment across Europe.35:48 - Epstein Files: 3 Million PagesTwo million documents missing, Kevin Rudd brushes off Epstein's name-dropping, and Peter Mandelson's career implodes.36:36 - What Was Epstein's Business?Unpacking the mystery: Victoria's Secret rip-off, half-billion-dollar investment clients, and the missing financial footprint.38:22 - Mandelson in His UnderpantsThe former UK ambassador to the US photographed with young woman, now "unemployable"—very odd for a gay man.39:22 - Chomsky, Woody Allen, and Strange Dinner PartiesThe inexplicable nature of intellectuals dining with Epstein, and Brett Ratner's creepy Epstein photos despite #MeToo allegations.42:33 - Clintons Agree to TestifyBill Clinton offers four-hour congressional interview, Hillary to make sworn statement about Epstein connections.43:28 - Andrew and Mandelson Under PressurePrince Andrew pushed to testify while Mandelson faces questions about unexplained £75K payments and acting as Epstein's lobbyist while a cabinet minister.46:15 - Put Your Pants On for PhotosWhy do old blokes keep getting photographed in their underwear with Epstein? A plea for sartorial sense.48:13 - Board of Peace: Trump's $1 Billion ClubExplaining Trump's confusing Gaza oversight initiative: permanent seats cost US$1 billion paid into Trump-managed accounts, not US Treasury.50:35 - Russia, Saudi Arabia, and the StansThe "very nice countries" signing onto the Board of Peace, while Europe says no en masse and Canada gets uninvited after Carney's tariff speech.51:56 - UAE Taking Control of GazaMore important than the Board of Peace: United Arab Emirates moving to run Gaza's civilian administration with Israeli and US backing.52:24 - Spain's 500,000 Migrant AmnestySouthern European states bearing the brunt of arrivals while finding their own solutions—Italy's Albania processing reduces numbers by 60%.53:50 - France's Budget Finally PassesAfter four months of deadlock, Macron's government gets budget through with no-confidence motions failing, bringing rare stability.54:42 - Global Energy Prices: Ireland Tops the ListHousehold electricity costs compared: Ireland, Italy, and Belgium most expensive in Europe; Russia at just 7 cents per kilowatt hour versus Australia's 26 cents.56:31 - Canadian Energy: 12 Cents Per Kilowatt HourMark Carney's priority to reduce energy costs in Canada, currently lower than the US at 12.5 cents.57:50 - European GDP: Tepid GrowthGermany, UK, and France stuck around 1-1.5% growth, with Spain and Portugal outperforming at 2.5%, while Russia posts 4% driven entirely by military spending.59:59 - Russia's War Economy TrapWith 2% unemployment, 8% inflation, and 20% interest rates, Russia's 4% GDP growth masks an economy with "nothing to go for it" without the war.01:02:19 - Why Would Russia End the War?No economic incentive to stop fighting when military spending drives the economy and ending the war means economic collapse and regime change risk.01:04:22 - European Army TalkGermany and France push controversial European army concept alongside NATO—bad idea with chain of command issues, likely won't happen.01:07:38 - Japan's Liz Truss MomentPM Takeichi's tax and spending pledges spook markets: ¥5 trillion revenue shortfall, £137 billion stimulus, cash handouts, and approval ratings sliding from 75% to 58%.01:10:23 - Chagos Islands: The Deal That Won't DieBritish Indian Ocean Territory dispute: Diego Garcia military base, Mauritius sovereignty claims, and why the US and Australia oppose the UK deal.01:13:48 - France's Immigration RhetoricMarine Le Pen's inflammatory language about asylum seekers, and why "remigration" policies face huge practical and legal obstacles.01:16:28 - London Murder Prosecutions at 13-Year LowOnly 39% of murders result in charges as London's crime crisis deepens, despite accusations of two-tier policing favouring establishment figures.01:19:23 - Melania: The MovieBrett Ratner's documentary earns $8 million in the US against $40 million production costs—but it's about access to Trump, not profit.01:22:38 - Australian Open: Record NumbersWomen's final delivers 3.8 million viewers (up 30% from 2024), total tournament audience up 9.3% to 14.3 million, cementing status as global sporting event.01:26:39 - Usman Tariq's Unusual ActionPakistani spinner's legal but confounding bowling: shuffle-shuffle-stop-bowl delivery frustrates Cameron Green and raises eyebrows.01:28:58 - Should Steve Smith Play T20?Mark Waugh says yes—36-year-old leg-spinner/batsman is Australia's best player. Missing Tim David as Pakistan dominates the series.01:31:24 - Carlton's Training Video DisasterDropped marks and out-of-bounds kicks in pre-season footage—but fans' hope springs eternal until about May.01:32:07 - King Street Chair-Throwing MemeBloke throws chair at bouncers, accidentally knocks out his mate instead. Victorian government announces "toughest chair laws in Australia." Stand up, Victoria.

Австралийн Нөөцийн банк (RBA) бодлогын хүүг 3.85 хувь болгон нэмлээ. Энэ нь орон сууцны зээл авсан, авахаар төлөвлөж буй мөн огт зээлгүй хүмүүсийн амьдралд хэрхэн нөлөөлж болох талаар зээлийн шинжээч Б.Мөнгөнзул тайлбарлаж байна.

Psychological safety is necessary and important for many reasons. Most notably, when people feel psychologically safe, they'll feel more secure and perform better. Today I am sharing 5 simple questions you can ask, to help build psychological safety in your team.As a leader, you want to be supporting your team however you can. One easy way to do this is to create a culture of psychological safety in your team, where people feel safe to:* Ask questions* Admit their own mistakes* Challenge existing ideas or present their own...And without recrimination, humiliation or punishment.Want to learn these simple questions to help you ask the RIGHT questions and maintain that sense of support and encouragement in your team? Join me!Rebecca, on the importance of creating psychological safety in your team:"No one likes be shamed for not knowing something. Or to be humiliated in front of others. Which is why it's valuable to think abut how you're framing questions to bring out the best in your team."Links:Get your copy of Rebecca's free guide, 7 Strategic Shifts to Position You as a High-Impact LeaderSpeak to Rebecca today: book a free 15-minute Career Strategy call with Rebecca to make sure you're a great fit for one another, to discuss your career goals and current challenges and work on your plan moving forwardsRate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Rebecca:Rebecca Allen is a warm and dynamic Leadership Coach who helps build high-performing leaders and teams by working on 4-core pillars: how do we want to show up; how do we want to add value; how should we elevate our thinking; and how should we elevate our communication? Rebecca has coached managers through to CXOs at Woolworths, Coles, ANZ, RBA, J.P. Morgan, PwC, ANSTO, Ministry of Defence, Frontier Sensing and abbvie through her Roadmap to Senior Leadership coaching programs. Connect with Rebecca

After the Reserve Bank's first rate hike in more than two years, Guardian Australia's political editor, Tom McIlroy, speaks to the economics editor, Patrick Commins, and Lea Jurkovic, the economics correspondent at the Australian Financial Review, about the indicators that informed the central bank's decision this week. They also discuss the ongoing vulnerabilities in the economy, the missed opportunities when the RBA doesn't comment on government spending and the maturity lacking in the political debate about interest rates

The FX team discusses a variety of topics: the euro bloc/ APAC FX rotation, RBA hawkish pivot, scenarios around upcoming JP elections, the dovish BoE surprise and recent US data.   This podcast was recorded on 06 February 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5195273-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party.

RBA ขึ้นดอกเบี้ยร้อยละ 0.25 เป็นอัตราร้อยละ 3.85|ตำรวจวิกตอเรียยังค้นหาเดซี ฟรีแมนหลังหายตัวเกือบ 4 เดือน|ชาวบ้านหลายร้อยอพยพ หนีน้ำท่วมในนอร์ทเทิร์นเทร์ริทอรี

Quyết định tăng lãi suất 0,25 điểm phần trăm của Ngân hàng Dự trữ Úc (RBA) đang khiến hàng triệu người vay mua nhà phải đối mặt với khoản trả nợ cao hơn mỗi tháng. Với các khoản vay lãi suất thả nổi, chi phí có thể tăng thêm từ 100 đến 150 đô la, tạo thêm áp lực trong bối cảnh chi phí sinh hoạt vẫn ở mức cao.

APAC stocks were mostly lower following the continued tech selling stateside and flip-flopping regarding US-Iran talks, while commodities were pressured overnight with silver prices dropping by a double-digit percentage.Earnings saw Alphabet shares fall 2.0%, ARM Holdings slip 8.6%, and Qualcomm slump 10.3% after market.US President Trump said not much doubt that interest rates will be lowered and thinks that Warsh wants to cut rates anyway.US BLS rescheduled the January employment report for Feb. 11th, while it rescheduled December job openings and labour turnover report for February 5th, and rescheduled January CPI to February 13th.Looking ahead, highlights include German Factory Orders (Dec), EZ Retail Sales (Dec), US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock. Supply from Spain & France.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna, Linde, Shell, Unilever & UniCredit.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses are broadly on the backfoot; US equity futures mixed, but the NQ outperforms, as chip names benefit from Alphabet boosting AI spending.DXY is mildly firmer, with G10s lower to varying degrees; Aussie hampered by pressure in metals, GBP lags into BoE.Fixed income benchmarks are mixed; USTs incrementally firmer, whilst Gilts underperform on political woes.Crude benchmarks slip with US-Iran meeting confirmed, Spot gold moves lower, silver -10.5%.Looking ahead, highlights include US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

At its first meeting for 2026, the Reserve Bank lifted the cash rate to 3.85%, as most economists expected.   That move officially ends the shortest and most modest rate-cutting cycle since the RBA began inflation targeting back in 1993.   So what does this really mean for property investors, home buyers, and Australia's housing markets?   That's what I'm going to unpack, along with Dr Andrew Wilson's latest housing market data for January.   Now, let me give you a quick spoiler alert.   Yes, this rate rise will take some heat out of buyer demand in the short term. But in my view, it's also creating a genuine window of opportunity for those who are finance-ready.   Despite what the headlines will tell you, I believe housing markets are going to keep rising through 2026, just as they did last year when interest rates were at similar levels. And that's because the real drivers of property prices aren't interest rates alone – they're the underlying structural forces, which I'll explain shortly.   Takeaways    RBA reverses course to regain control over inflation, but a single hike is unlikely to alter the housing market balance. This marks the end of the shortest and most modest rate cutting cycle since the RBA started inflation targeting in 1993. The outlook for the cash rate remains somewhat clouded. Given the underlying supply and demand pressures in the Australian housing sector, it is unlikely that a single rate hike will substantially alter the market balance. January is typically a quiet month for property sales. Perth's housing market is showing strong growth compared to other regions. Unit prices in Brisbane have seen substantial increases over the past two years. The local economy plays a crucial role in housing market performance. There is a persistent low supply of properties in the market. First home buyer incentives are influencing market dynamics. Capital growth remains a key factor for homeowners and investors. Market predictions indicate potential interest rate cuts in the future. Understanding regional differences is essential for property investment strategies.   Links and Resources:   Answer this week's trivia question here - https://www.propertytrivia.com.au/ ·        Win a hard copy of How To Grow A Multi-Million Dollar Property Portfolio In Your Spare Time. Everyone wins a copy of a fully updated property report. ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Get the team at Metropole to help build your personal Strategic Property plan. Click here and have a chat with us.     Michael Yardney – Subscribe to my Property Update newsletter here.     Join Michael Yardney plus a team of experts, at Wealth Retreat 2026 on the Gold Coast in May. Find out more about it here and register your interest www.wealthretreat.com.au It's Australia's premier event for successful investors and business people.   Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. 

Ian Verrender, ABC's Business and Finance Editor, joined Philip Clark on Nightlife to discuss the latest in economic, business and finance news.

The RBA has hiked the cash rate by 0.25% after the latest inflation numbers keep growin and growin and growin. Elon Musk’s SpaceX has acquired Elon Musk’s xAI as he looks to unify his AI and space ambitions. Hollywood’s betting the house on sequels and superheroes… but even franchises might not save the box office in 2026. _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.__See omnystudio.com/listener for privacy information.

The Reserve Bank cut the cash rate target three times last year, but already there's a U-turn. The RBA board is so concerned about inflation sticking around that it has increased interest rates for the first time since 2023.Today, the ABC's finance expert Alan Kohler on the RBAs failure to bring inflation down to its target and the mistakes it made in 2025. Featured: Alan Kohler, ABC finance expert

RBA will decide on interest rates today, with major banks expecting a rate hike. Iran has announced it is preparing to resume nuclear talks with the United States. And in sport — Soccer great Cristiano Ronaldo locked in dispute with Al-Nassr owners. - オーストラリア準備銀行はきょう、政策金利を決定します。大手銀行などは利上げ予想しています。イラン政府は、アメリカとの核協議を再開する準備を進めていると明らかにしました。 サウジアラビアのアル・ナスルに所属するクリスティアーノ・ロナウド選手が、クラブに対する強い不満から事実上のストライキに踏み切り、試合を欠場しました。

Last August, to the relief of many homeowners, the Reserve Bank's governor, Michele Bullock, announced a cut in interest rates and expressed confidence that inflation was heading in the right direction. But on Tuesday, the RBA hiked rates for the first time in over two years, raising the cash rate by 25 basis points to 3.85%. Guardian columnist and chief economist of the Australia Institute, Greg Jericho, talks to Nour Haydar about what the rate hike means, why he sees it as ‘cowardly' and what it all has to do with the Ashes

2026年2月3日午间：澳大利亚储备银行（RBA）今日召开货币政策会议，澳大利亚“四大银行”以及多家国际投行和咨询机构的经济学家预测，央行货币政策委员会将宣布加息（收听播客，了解详情）。

储备银行（RBA）将现金利率上调25个基点至3.85%，原因何在？影响几何？今年是否会进一步加息？（收听播客，了解详情）