Podcasts about rba

  • 687PODCASTS
  • 6,507EPISODES
  • 21mAVG DURATION
  • 2DAILY NEW EPISODES
  • Mar 18, 2026LATEST

POPULARITY

20192020202120222023202420252026

Categories



Best podcasts about rba

Show all podcasts related to rba

Latest podcast episodes about rba

QAV Podcast
Entangled Interests — QAV AU 911

QAV Podcast

Play Episode Listen Later Mar 18, 2026 25:41


In this episode of QAV, Cameron Reilly and Tony Kyneston navigate a world of "prolonged conflict" and "supply disruptions," examining the ripple effects of Middle East tensions on global oil, fertilizer, and food security. They dive deep into Australia's precarious fuel security, noting the country holds significantly less than the internationally mandated 90-day buffer. The investment discussion focuses on the "Pulled Pork" of the week, **BSP Financial Group (BFL)**, the largest bank in Papua New Guinea and the South Pacific, which Tony argues is unfairly valued as a high-risk "frontier" stock despite its dominant market share and high return on equity. The duo also discusses the RBA's interest rate dilemma, the "Wild West" of Gen Z using unregulated AI for financial advice, and the 2018 MIT experiment proving quantum entanglement.

SBS Assyrian
Interest rates go up: decision reflects growing uncertainty in the global economy

SBS Assyrian

Play Episode Listen Later Mar 18, 2026 7:00


The Reserve Bank of Australia has hiked interest rates for the second consecutive month as war in the Middle East compounds inflation concerns. The split five-four decision on Tuesday was the tightest since the central bank started publishing vote tallies, with the RBA's monetary policy board lifting the cash rate by 25 basis points to 4.1 per cent.

SBS Japanese - SBSの日本語放送
準備銀行が再び利上げ、政策金利は4.1%に

SBS Japanese - SBSの日本語放送

Play Episode Listen Later Mar 17, 2026 2:48


オーストラリア準備銀行RBAは、17日、政策金利であるオフィシャルキャッスレートを0.25ポイント引き上げ、4.1%としました。これにより、利上げが行われるのは2か月連続となります。

SBS Mandarin - SBS 普通话电台
加息25个基点 澳储行行长:通胀若失控或致经济衰退

SBS Mandarin - SBS 普通话电台

Play Episode Listen Later Mar 17, 2026 6:24


RBA董事会以5比4一票之差通过加息决定,行长米歇尔·布洛克表示:“若通胀难以下降,那我们可能不得不面对经济衰退。”(收听播客,了解详情)。

SBS Vietnamese - SBS Việt ngữ
RBA tăng lãi suất lên 4.1%: Bóng ma lạm phát tiếp tục ám ảnh kinh tế Úc

SBS Vietnamese - SBS Việt ngữ

Play Episode Listen Later Mar 17, 2026 8:09


Cơn địa chấn từ cuộc chiến Trung Đông đã đảo ngược mọi dự báo, đẩy Ngân hàng Trung ương Úc châu (RBA) vào thế "tiến thoái lưỡng nan" trước thềm cuộc họp tháng 3. Khi giá dầu thô đe dọa vượt ngưỡng 150 USD, bóng ma lạm phát đang buộc các nhà hoạch định chính sách phải cân nhắc một đợt tăng lãi suất mới. Và họ thực sự đã phải đưa ra quyết định tăng lãi suất cơ bản lên thành 4,1% vào chiều 17/3. Điều gì đang chờ đợi người vay thế chấp tại Úc, và nền kinh tế gặp khó khăn trong bao lâu?

SBS World News Radio
RBA raises interest rates in March for second time in 2026

SBS World News Radio

Play Episode Listen Later Mar 17, 2026 18:35


SBS Finance Editor Ricardo Gonçalves speaks with Nick Stenner from Bank of America; Alice Shen from VanEck; and Sally Tindall from Canstar to find out why the RBA lifted interest rates, how the market reacted and what it means for borrowers.

Ransquawk Rundown, Daily Podcast
US Market Open: Israel strikes Iran's Larijani while Supreme Leader rejected peace proposals

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 17, 2026 1:56


A senior Iranian official said the new Supreme Leader rejected proposals that were sent to Iran's Foreign Ministry by two intermediary countries, with the Leader stating it is not the right time for peace and that the US and Israel must be defeated.Israeli Defence Minister Katz said Iran's Top Security Chief Larijani was killed in the airstrike; Iran has not confirmed the status of Larijani.Crude gains in choppy trade as the Iranian war continues; metals move with the dollar.European bourses are mixed, Neste lifts the Utilities sector; US equity futures fall following Nvidia's GTC event.DXY muted, G10s mixed while AUD outperforms after the RBA hiked rates.Fixed income continues to be driven by energy and geopolitics.Looking ahead, highlights include US ADP Employment Weekly, Japanese Trade Balance (Feb), Comments from ECB's Nagel, and Supply from the US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Energy continues to dictate macro sentiment; RBA hiked as expected with a hawkish presser

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 17, 2026 2:48


US President Trump said Iran wants to make a deal and is talking with their people, but he does not know if Iran is ready yet.US Envoy Witkoff and Iranian Foreign Minister Araghchi have reportedly been in contact over text messages in recent days; Iran denied these reports.US President Trump said regarding the potential Strait of Hormuz coalition that Secretary of State Rubio will announce the countries, while he added it takes a while to get to the Hormuz and that some countries are fairly local.The RBA hiked rates for a second consecutive meeting as expected, through a narrow majority of 5-4 votes, which dragged the currency lower. However, AUD later rebounded as RBA Governor Bullock provided a hawkish tone.APAC stocks eventually traded mixed, with the region initially following suit to the gains on Wall Street; European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.6%.Looking ahead, highlights include Italian HICP Final (Feb), German/EZ ZEW Economic Sentiment Index (Mar), US ADP Employment Weekly, Japanese Trade Balance (Feb), Comments from ECB's Nagel, Supply from UK & US.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

SBS World News Radio
Markets brace for rate rise and can you trust AI for financial advice?

SBS World News Radio

Play Episode Listen Later Mar 16, 2026 15:34


SBS Finance Editor Ricardo Gonçalves speaks with Mathan Somasundaram from Deep Data Analytics and looks ahead to tomorrow's RBA interest rate decision on what will be a big week for global central banks; plus Stephanie Youssef looks at how Generation Z is seeking out financial advice with ASIC's Adam Kirkland.

Ransquawk Rundown, Daily Podcast
US Market Open: WTI underperforms as US urges faster output; US equities gain while DXY pulls back

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 16, 2026 2:38


US President Trump said he ordered a strike that wiped out every military target on Kharg Island, where Iran exports nearly all of its oil, but left the oil infrastructure intact; Crude holds around USD 100/bbl.US President Trump's administration plans as soon as this week to announce a coalition to escort ships through the Strait of Hormuz, although they are still discussing if such operations would begin before or after hostilities have ended, WSJ reported.Trump also said he was expecting China to help unblock the Strait of Hormuz before he travels to Beijing, while he stated that he may delay the trip but didn't say for how long, according to FT.European equities mixed, CBK GY gains following UCG IM takeover bid; US equity futures rebound.DXY subdued, G10s tilt higher, Antipodeans outperform ahead of expected RBA hike.Fixed income muted ahead of a busy week of central bank announcements. Looking ahead, highlights include Canadian CPI (Feb), US Industrial/Manufacturing Output (Feb), and comments from NVIDIA (NVDA) CEO Huang.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

SBS Nepali - एसबीएस नेपाली पोडकाष्ट
SBS Nepali Australian News Headlines: Monday, 16 March 2026 - एसबीएस नेपाली प्रमुख अस्ट्रेलियन समाचार: सोमवार, १६ मार्च २०२६

SBS Nepali - एसबीएस नेपाली पोडकाष्ट

Play Episode Listen Later Mar 15, 2026 4:24


Listen to the latest top news from Australia in Nepali, including RBA begins two-day meeting as rising oil prices fuel expectations of interest rate hike, A fifth member of the Iranian women's football team withdraws application for asylum in Australia, Israel says it will continue operations in Iran and Lebanon until goals are achieved, the Matildas prepare to face defending champions China, in the Asia Cup. - रिजर्भ ब्याङ्कको मौद्रिक नीति सम्बन्धी बैठक बस्दै गर्दा ब्याजदर बढ्ने अपेक्षा लगायत आजका प्रमुख अस्ट्रेलियन समाचार छोटकरीमा सुन्नुहोस्।

SBS World News Radio
$200bn wiped off ASX since start of Middle-East war ahead of RBA meeting

SBS World News Radio

Play Episode Listen Later Mar 13, 2026 15:03


SBS Finance Editor Ricardo Gonçalves speaks with Morgans Chief Economist Michael Knox who is betting the RBA will need to lift interest rates three times this year as a wave of inflation prepares to come down on the economy; while Stephanie Youssef looks through the day's market action with Zoran Kresovic from Blueberry and how investors are feeling as the Middle-East war rolls on.

Sky News - Paul Murray Live
Paul Murray Live | 12 March

Sky News - Paul Murray Live

Play Episode Listen Later Mar 12, 2026 48:46 Transcription Available


'Overpaid': Dennis Richardson quits special adviser role in Bondi Royal Commission, RBA lifts interest rates by 0.25 per cent as inflation rises. Plus, Australia weighs releasing emergency oil reserves after international agency's plea.See omnystudio.com/listener for privacy information.

australia rba paul murray live
SBS World News Radio
AI claims 1,600 jobs at Atlassian & more calls for 2 RBA rate rises

SBS World News Radio

Play Episode Listen Later Mar 12, 2026 19:19


SBS Finance Editor Ricardo Gonçalves speaks with Tom Gilbertson from Loftus Peak about the future of AI and the workforce and what it means for investors as Atlassian becomes the first major Software as a Service to slash jobs; Trent Sauders from CBA details why the bank is now predicting the RBA will lift interest rates two more times this cycle; and Angus Geddes from Fat Prophets shares his thoughts on the investment environment as the war in the Middle-East continues.

SBS World News Radio
Oil price threatens taxi fare increases and major banks now predict two more rate rises

SBS World News Radio

Play Episode Listen Later Mar 11, 2026 16:43


SBS Finance Editor Ricardo Gonçalves speaks with Josh Gilbert from eToro to as NAB, Westpac and Citi predict two RBA interest rate rises in a row as oil prices remain high threatening inflation; and Stephanie Youssef speaks with Blair Davies from the Australian Taxi Industry Association to find out, if like some airlines, taxis will need to increase fares to cover the spike in petrol prices.

Ransquawk Rundown, Daily Podcast
US Market Open: Equities supported on hopes of Iran conflict ending; Trump vows to keep the strait open

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 10, 2026 2:54


US President Trump said it's going to be ended soon, and if it starts up again, Iran will be hit harder, while he responded 'no, but soon', when asked if the war will be done this week.On the passage of oil, US President Trump said they will hit Iran harder if it attempts to stop world oil supply, while adding the Strait of Hormuz will be safe and getting close to finishing it regarding 'excursion'.Oil steadies after Monday's selloff after Trump signalled the Iranian war will end soon.European equities bounce out of correction territory, with Banks benefiting the most from the positive risk tone; US equity futures continue its reversal.Aussie outperforms on hawkish RBA rhetoric and Chinese trade data, DXY takes a breather after yesterday's slide.Fixed income firmer as Monday's hawkish repricing unwinds.Looking ahead, highlights include US Weekly ADP, Existing Home Sales (Feb), G7 Energy Minister Meeting, EIA STEO, Supply from the US, Earnings from Oracle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Money Cafe with Kirby and Kohler
Rentvesting - A better way to make it work

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Mar 10, 2026 26:27 Transcription Available


"Rentvesting' is increasingly popular where wannabe home owners move first to buy a rental property and later to use their accumulated equity to buy 'a forever family home.' But putting some of your capital into the sharemarket, rather than the property market may be much more lucrative...and even better if CGT tax is raised in the near future. Author Jacqui Clarke, Your Personal CFO joins associate editor, James Kirby on this podcast episode. In today's show, we cover: Rentvesting - It takes longer than you think CGT changes - How they will impact house prices, according to CBA Fixed rate mortage break costs - The bank that is not charging at all Medicare Levy Surcharge...watch out for this trap See omnystudio.com/listener for privacy information.

Nightlife
Nightlife News Breakdown - Hugh Riminton - Ten News First

Nightlife

Play Episode Listen Later Mar 9, 2026 20:39


Nightlife News Breakdown with Philip Clark, joined by Hugh Riminton, National Affairs Editor, Ten News First.

The Lowdown from Nick Cohen
Will Dictator Orban fall?

The Lowdown from Nick Cohen

Play Episode Listen Later Mar 9, 2026 47:02


Is this the end for Viktor Orbán - the Godfather of European authoritarianism?Nick Cohen talks to Hugarian author, journalist and politician Zsuzsanna Szelényi about the the upcoming Hungarian election on April 12th, where Viktor Orbán's Fidesz party faces a significant challenge from the opposition Tizsa party led by Péter Magyar. Could this - at last - be the end for the role model for Donald Trump and the rest of the authoritarian right?Over the last 16 years, Orbán has shown the radical right how to eat out a democracy and fashion an authoritarian state from what remains. He's created a game plan for the AfD, Reform UK and the Rassemblement National to follow to take and hold power through the manipulation of think tanks, corruption, state capture of institutions and the media and electoral manipulation. Trump has proved to be an avid student of Orbán''s methodsZsuzsanna Szelényi, a former Hungarian politician and author of "Tainted Democracy," explains how Orbán transformed from a liberal politician in the 1990s to an authoritarian leader who controls the media, civil service, and state resources through corruption and conspiracy theories. Nick's and Zsuzsanna's discussion highlights Orbán's cosy relationship with Vladimir Putin despite Hungary's historical opposition to Russian influence, - not least when it fell under Soviet Union control between 1945-1989 - and examines how Orbán's regime has spread disinformation about Ukraine and the financier George Soros while using state resources to fund a global network of conservative think tanks. Their chat concludes with Szelényi expressing hope for Orbán's defeat in the upcoming election, though she acknowledges that even if Fidesz loses, Hungary would face a complex transition period as the country seeks to emerge from Orbán's 16-year authoritarian rule.Read all about it!Zsuzsanna Szelényi @ZSzelenyi is the author of #TaintedDemocracy Director, Democracy Institute Leadership Academy, former Hungarian MP, Richard von Weizsäcker Fellow at RBA, Europe's Future Fellow IWM.Nick Cohen's @NickCohen4 latest Substack column Writing from London on politics and culture from the UK and beyond. Hosted on Acast. See acast.com/privacy for more information.

Australian Property Podcast
Are buyers finding opportunities in this two speed market?

Australian Property Podcast

Play Episode Listen Later Mar 7, 2026 45:21


The market is splitting in two. Buyers who stay selective will do better. Pete Wargent and Chris Bates break down why inflation risks are rising again after renewed global instability, how that's feeding into rate expectations and buyer sentiment, and why construction is still failing to deliver enough supply. They also unpack the latest noise around negative gearing and capital gains tax, and what reforms might change — versus what just adds uncertainty — as the market shifts into a clear two speed cycle. Together, they discuss: Inflation risks returning as global instability pushes up energy costs, with fuel jumping quickly in parts of Australia  Why the RBA may prefer waiting for quarterly data Evidence of a two speed housing market The on the ground reality for first home buyers at the lower end, including competition for scarce houses and buyers being pushed toward poorer assets amid FOMO  Negative gearing and CGT reform chatter ahead of the budget The core supply problem getting worse: building approvals down  Why approvals are still not enough for the national target Listener Q&A Resources for this episode Ask a question (select the Property podcast) Rask Resources Pete's Buyers Agency Alcove mortgage broking Amy Lunardi Buyers Agency (Melbourne) All services Financial Planning Invest with us Access Show Notes Ask a question We love feedback! Follow us on social media: Instagram: @rask.invest TikTok: @rask.invest DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

Ransquawk Rundown, Daily Podcast
US Market Open: US-sanctioned gas tanker reportedly transited the Strait of Hormuz this morning; US equity futures softer into NFP

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 6, 2026 2:43


The Trump administration has reportedly ruled out deploying the Treasury Department to trade oil futures for now, believing it will have a limited meaningful effect, Bloomberg reported citing sources. US-sanctioned gas tanker reportedly transited the Strait of Hormuz this morning, according to Bloomberg; The Danuta I, sailed under the flag of Palau.European equities are under modest pressure, Roche hit as weight loss drug disappoints; US equity futures softer.DXY gains ahead of jobs report; AUD propped up by RBA hike bets; JPY narrowly lags peersGlobal bonds slip as the risk tone deteriorates; Gilts underperform.Crude continues to edge higher; Gold faces pressure amid a stronger DXY.Looking ahead, highlights include US NFP (Feb), Retail Sales (Jan), Speakers including ECB's Cipollone & Schnabel, Fed's Waller, Daly, Goolsbee, Miran, Schmid, Collins & Hammack, RBA's Hauser, Credit Review including Fitch on France, DBRS on Greece. Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
EU Market Open: Crude eases as China negotiates safe passage through Hormuz; US jobs awaits

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 6, 2026 3:25


APAC stocks traded somewhat mixed following the risk-averse mood in the US as geopolitics continued to dominate headlines, and with participants also cautious heading into key US jobs data.US and Israel have increased airstrikes on Iran's border with Iraq as US President Trump calls on the Kurdish minority there to rise up against Iran's government, according to the Washington Post.US Secretary of War Hegseth said the US has just begun to fight in Iran and that Iran is wrong in its calculations if it thinks the US can't continue the war, while he added that the firepower used in Iran is to increase significantly.European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.0% after the cash market closed with losses of 1.5% on Thursday.Looking ahead, highlights include EZ GDP 3rd Est (Q4), US NFP (Feb), Retail Sales (Jan), Speakers including ECB President Lagarde, Cipollone & Schnabel, Fed's Daly, Collins & Hammack, RBA's Hauser, Credit Review including Fitch on France, DBRS on Greece.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Digital Finance Analytics (DFA) Blog
Stronger Growth In the Rear View Mirror, Yes, But…

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Mar 4, 2026 13:45


Well, well, the government maybe celebrating strong economic growth figures, but it makes it more likely the RBA will increase rates sooner rather than later. So good news is perhaps also bad news. Money markets are now pricing in a 33 per cent chance of a second rate increase from the Reserve Bank later this … Continue reading "Stronger Growth In the Rear View Mirror, Yes, But…"

The West Live Podcast
US endgame in Iran & why the RBA is spooked

The West Live Podcast

Play Episode Listen Later Mar 3, 2026 22:39


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.

Heather du Plessis-Allan Drive
Murray Olds: Australian correspondent on the RBA warning the Middle East could have economic impacts

Heather du Plessis-Allan Drive

Play Episode Listen Later Mar 3, 2026 5:40 Transcription Available


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.

Digital Finance Analytics (DFA) Blog
Spinning Australia Into Oblivion!

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Feb 27, 2026 13:31


Earlier in the week we got the latest monthly release from the ABS on inflation, which I briefly covered in the economic update show earlier. These figures are part of a new series that will eventually replace quarterly inflation data which remains the RBA's benchmark release for now. In a speech last Tuesday, Michael Plumb, … Continue reading "Spinning Australia Into Oblivion!"

CommBank Global Economic & Markets Update podcast
Aussie Weekly – CPI and capex data keep RBA on its toes

CommBank Global Economic & Markets Update podcast

Play Episode Listen Later Feb 27, 2026 12:06


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.   

Ransquawk Rundown, Daily Podcast
EU Market Open: Trump highlights the desire to keep current deals; Nvidia earnings awaits

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Feb 25, 2026 3:20


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

The Briefing
Aussies told to leave Israel + Will cartel chaos derail the World Cup?

The Briefing

Play Episode Listen Later Feb 25, 2026 20:31


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.

CommSec
Market Close 25 Feb 26: Record ASX high despite strong inflation

CommSec

Play Episode Listen Later Feb 25, 2026 10:00


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.

Australian politics live podcast
Why does the RBA only have one blunt tool? We ask the deputy governor

Australian politics live podcast

Play Episode Listen Later Feb 24, 2026 42:15


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'

Complexity Premia
Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next

Complexity Premia

Play Episode Listen Later Feb 24, 2026 26:30


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.

The Michael Yardney Podcast | Property Investment, Success & Money
Why Inflation Isn't Dying - And What the RBA Will Do Next that property investors must understand. Ken Raiss

The Michael Yardney Podcast | Property Investment, Success & Money

Play Episode Listen Later Feb 23, 2026 45:38


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.

Digital Finance Analytics (DFA) Blog
15 Years Of “No Real Income Growth”?

Digital Finance Analytics (DFA) Blog

Play Episode Listen Later Feb 18, 2026 9:35


I highlighted last week the arcane discussion in Senate estimates about measuring earnings growth across the Australian economy. Senator Canavan suggested there was some gaslighting going on as the RBA pivot away from the so called wage price index, to a measure which includes people shifting jobs, reported in the national accounts as average earnings. … Continue reading "15 Years Of “No Real Income Growth”?"

How To Be Successful With Money
#490 RBA Rate Hike and 2026 predictions

How To Be Successful With Money

Play Episode Listen Later Feb 18, 2026 28:45


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.

SBS Thai - เอสบีเอส ไทย
สรุปข่าวรอบสัปดาห์ 14 กุมภาพันธ์ 2569

SBS Thai - เอสบีเอส ไทย

Play Episode Listen Later Feb 13, 2026 3:37


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

SBS Cantonese - SBS广东话节目
【儲銀加息】平價樓市場有何反應? 5%首期供樓風險大增?

SBS Cantonese - SBS广东话节目

Play Episode Listen Later Feb 13, 2026 11:04


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?

The Money Cafe with Kirby and Kohler
Inflation is eating your investment returns...what to do?

The Money Cafe with Kirby and Kohler

Play Episode Listen Later Feb 12, 2026 31:48 Transcription Available


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.

FactSet U.S. Daily Market Preview
Financial Market Preview - Wednesday 11-Feb

FactSet U.S. Daily Market Preview

Play Episode Listen Later Feb 11, 2026 6:19


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

QAV Podcast
QAV AU 906 — It's What You Do With It

QAV Podcast

Play Episode Listen Later Feb 11, 2026 43:38


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.

Nightlife
Nightlife Economics with Ian Verrender

Nightlife

Play Episode Listen Later Feb 11, 2026 11:57


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

Ransquawk Rundown, Daily Podcast
US Market Open: China considers probing French wine; DXY slightly lower heading into US NFP data

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Feb 11, 2026 2:47


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

RaboResearch Food & Agribusiness Australia/NZ
Aussie interest rates: How high in 2026?

RaboResearch Food & Agribusiness Australia/NZ

Play Episode Listen Later Feb 11, 2026 24:37


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. 

Equity Mates Investing Podcast
Inflation, AI, Trump & Gold with Economist David Bassanese

Equity Mates Investing Podcast

Play Episode Listen Later Feb 9, 2026 35:53


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.

The Conditional Release Program
The Two Jacks - Episode 143 - RBA Raises Rates, Coalition in Crisis, and Epstein Files Revelations

The Conditional Release Program

Play Episode Listen Later Feb 9, 2026 94:49


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.

Australian politics live podcast
Is the politics of an RBA rate rise too ‘basic'?

Australian politics live podcast

Play Episode Listen Later Feb 6, 2026 27:56


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

At Any Rate
Global FX: RBA, JP elections, euro/APAC rotation, dovish BoE, US data

At Any Rate

Play Episode Listen Later Feb 6, 2026 29:29


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.

The Michael Yardney Podcast | Property Investment, Success & Money
Why This Rate Rise Is Creating a Window of Opportunity for Property Investors

The Michael Yardney Podcast | Property Investment, Success & Money

Play Episode Listen Later Feb 4, 2026 30:18


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. 

What The Flux
RBA hikes the cash rate...with more to potentially come | Musk's SpaceX acquires Musk's xAI | Hollywood's sequel strategy is failing

What The Flux

Play Episode Listen Later Feb 3, 2026 6:54 Transcription Available


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 Signal
Alan Kohler on the rate hike and the RBA's mistakes

The Signal

Play Episode Listen Later Feb 3, 2026 15:06


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