Podcasts about rba

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

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

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

The RBA flags rate cutting cycle likely over, gold price retreats from record high. Plus, NAB CEO Andrew Irvine joins the show as its full year profit falls to $6.76 billion. See omnystudio.com/listener for privacy information.

The spring surge continues! In this week's Wilson Weekly on The Money Mentor Podcast, Rachael Howlett and Dr. Andrew Wilson unpack the latest October home and unit price data, the RBA's decision to hold interest rates, and the renewed buyer confidence driving property markets across the country.From soaring prices in Adelaide and Melbourne to a record-breaking auction season, the duo break down what's really behind the numbers and what it means for everyday Aussie homeowners and investors.Plus, Dr. Wilson gives a hands on demo of Infinity's powerful new suburb data app, showing how you can track real time market performance like a pro.Discover our new tool: What's My Rental Home Yield? Money Mentor YouTube Channel: ‪@moneymentorau‬ Link to Dr. Andrew Wilson on LinkedIn: / dr-andrew. If you enjoyed our podcast, make sure you follow and subscribe to stay up to date with the latest episodes.

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

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

In this episode, CBA economists Harry Ottley and Belinda Allen break down the Reserve Bank of Australia's decision to keep the cash rate on hold at 3.6%. They discuss the RBA's cautious approach, the balance between inflation pressures and a softening labour market, and what the latest data means for the economic outlook.    ------ 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 and is not investment research and nor does it purport to make any recommendations. The information contained in this podcast is solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Where ‘CBA Data' is cited, this refers to the Bank proprietary data that is sourced from the Bank's internal systems and may include, but not be limited to, home loan data, credit card transaction data, merchant facility transaction data and applications for credit. The data used in the ‘CommBank Household Spending Insights' series is a combination of the CBA Data and publicly available ABS, CoreLogic and RBA data. As analysis is based on Bank customer transactions, it may not reflect all trends in the market. All customer data used or represented in this podcast is anonymised before analysis and is used, and disclosed, in accordance with the Group Privacy Statement. The Bank believes that the information in this podcast is correct, and any opinions, conclusions or recommendations made are reasonably held and are based on the information available at the time of its compilation. The Bank makes no representation or warranty, either expressed or implied, as to the accuracy, reliability or completeness of any statement made.  Liability Disclaimer   The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.”   

RBA meetings, nervous investors, an ASIC report into private credit and Elon Musk's $1 trillion payday (maybe!) - there's plenty to choose from this week.Sean Aylmer and Michael Thompson go head to head on the top business stories of the week, with Adam Lang picking a winner in a fierce debate.Join our free daily newsletter here.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

In this Finance Friday episode of Wealth Coffee Chats, We delivers a fast-paced rundown of the latest money news before diving into practical tips for anyone eyeing a property auction. With the RBA keeping rates on hold amid rising inflation and unemployment, he explains why most banks expect no movement until mid-2026 and what that means for borrowers right now. We also discusses CBA and Westpac's shift away from brokers, despite brokers handling nearly 80% of home loans, and what that signals for lending strategies. Then, he turns to the property market, where auction clearance rates have jumped from 60% to 72% in just a year — a sign of growing buyer confidence. To help listeners prepare, We outlines five essential auction steps: knowing your borrowing power, setting a firm budget, getting pre-approval, having your contract reviewed by a solicitor, and ordering building or strata reports before bidding. Short, sharp, and full of actionable insights — this episode helps you plan smarter and bid with confidence.   Episode Highlights: RBA holds interest rates steady amid rising inflation and unemployment. Banks predict no rate cuts until mid-2026 — what this means for borrowers. CBA and Westpac pivot away from brokers despite broker dominance. Auction clearance rates jump to 72% — a strong signal for property demand. Step 1: Know your borrowing capacity before bidding. Step 2: Set a realistic budget and avoid auction overreach. Step 3: Get pre-approval and understand lender conditions. Step 4: Have your solicitor review the contract before auction day. Step 5: Complete building, pest, or strata reports in advance. Final takeaway: Be financially and legally ready before the hammer falls.

Volatility remains high, but the local market continues to hold firm. October brought a mix of global rate cuts, easing geopolitical tensions, and steady domestic data, keeping investors cautious but optimistic. With the RBA likely to stay on hold until 2026 and small-caps leading the way, selective investing remains key as markets balance risk and resilience.In this week's wrap, Sophia covers:(1:10): factors from abroad - the US economy and geopolitical landscape (1:40): domestic news and its impact on the market(2:53): key risks to watch looking forward(3:24): how the local market performed over the last trading week(4:11): the most traded stocks and ETFs this week(4:52): economic news items to look out for next week.

Send us a textDollar remains strong on hawkish Fed rate cut bets. UK data could impact December BoE rate cut chances. Decent AU jobs report could reduce the need of another RBA cut. Chinese data, EZ GDP and EU forecasts also on the agenda.Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply.Please consider our Risk Disclosure: https://www.xm.com/goto/risk/enRisk warning is correct at the time of publication and may change. Please check our Risk Disclosure for an up to date risk warningReceive your daily market and forex news analysis directly from experienced forex and market news analysts! Tune in here to stay updated on a daily basis: https://www.xm.com/weekly-forex-review-and-outlookIn-depth forex news analysis on all major currencies, such as EUR/USD, USD/JPY, GBP/USD, USD/CHF, USD/CAD, AUD/USD

In this episode of Wealth Coffee Chats, Alex from the financial planning team breaks down the Reserve Bank of Australia's latest rate hold announcement and what it means for investors navigating inflation, housing demand, and employment shifts. He walks through key takeaways from the RBA's November statement, explaining why inflation remains stubbornly high at 3.2%, how the end of state electricity rebates could affect future readings, and why labour market conditions are creating a tug-of-war between inflation control and economic stability. Alex also examines how migration-driven housing shortages are fueling price pressures, what the latest unemployment uptick to 4.5% signals, and how international factors — including the U.S. money-printing cycle — could ripple through the Australian economy. He wraps up with insights on where to position your portfolio, the role of hard assets versus cash, and how to build buffers for potential interest rate shifts ahead.   Episode Highlights: RBA announces another hold on the cash rate — what's behind the decision. Inflation remains elevated at 3.2% and why it may persist into 2025. End of electricity rebates and their impact on the next inflation print. Labour market pressures: unemployment rises to 4.5%. 430,000 new migrants intensify housing demand and price growth. Global influences — how U.S. monetary policy may affect Australia. Why productivity remains a “weak link” in the inflation equation. How to think about cash versus hard assets during high inflation. Building investment buffers for potential future rate moves. Key takeaway: focus on long-term strategy, not short-term rate noise.

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

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

In this episode of SB Talks, CEO Vincent O'Neill and CIO Nick Ryder unpack the Reserve Bank's Cup Day decision and what it signals for future rate moves. They explore the latest inflation data and the RBA's updated forecasts, highlighting the delicate balance between a softening labour market and above-target inflation. Across the Pacific, the US Federal Reserve's stance is equally nuanced, with rate cuts, shutdowns, and inflation uncertainty clouding the outlook.  Nick shares insights on the US earnings season, the AI investment surge, and whether we are edging toward bubble territory. The conversation turns to private credit markets, where recent fraud cases raise red flags and prompt a closer look at lending standards.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/      

The ASX200 fell about 0.25% to a two month low after the RBA kept rates steady and signalled only one cut in 2026. Material and tech stocks led losses, while financials rose on Westpac earnings. US government shutdown and a 2% tech slide added pressure. Look out for US earnings from McDonald’s, Snap and Novo-Nordisk, plus NAB and Macquarie results this week. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

This week's finance update from Motley Fool leader investor Scott Phillips provided analysis on the RBA's decision to hold the cash rate at 3.6% amid rising inflation and a softening economy, additionally Australian Taxpayers confirmed as continuing to pay to keep Regional Express Airlines (REX) flying, despite a $172.5 Million Dollar buy in from US buyer, Nasdaq-listed aviation business Air T.See omnystudio.com/listener for privacy information.

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

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

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

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

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

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

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

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

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

In bad news for millions of mortgage holders, the RBA has today left the official cash rate on hold at 3.6%. The RBA governor warning there are turbulent times ahead for the Australian economy, admitting the Board is keeping a very close eye on inflation and unemployment data. In this episode of The Briefing, Natarsha Belling is joined by financial expert Sally Tindall, who unpacks today’s decision and her predictions on what the RBA may do next. Headlines: History has been made at the Melbourne Cup, 13 people have been arrested after police and demonstrators clashed at a Pro Palestine protest in Sydney’s CBD, and a New York mayoral candidate has taken a bizarre swing at Sydney’s Parramatta. Follow The Briefing: TikTok: @thebriefingpodInstagram: @thebriefingpodcast YouTube: @TheBriefingPodcastFacebook: @LiSTNR Newsroom See omnystudio.com/listener for privacy information.

The ASX200 slid 0.9% (81 points) to a five‑week low after the RBA left rates at 3.6%. Hotter‑than‑forecast inflation curbed cut hopes. All sectors except healthcare fell, with Westpac the sole bank up 1.5%. City Chic rose 7.5% after a solid ANZ update, while CSL remains down 40% YTD. Focus now shifts to inflation data on 26 Nov and upcoming employment and earnings releases. 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.

AMP Deputy Chief Economist Diana Mousina says that while the RBA held the cash rate at 3.6 per cent today, an interest rate hike in early 2026 is not off the table.See omnystudio.com/listener for privacy information.

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

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

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

Analistas prevêem manutenção da taxa de juros em 3.6% na reunião do RBA na terça-feira. Albanese em contato com o presidente da Turquia para resolver o impasse sobre qual país sediará a COP31 no ano que vem. Portugal terá eleições presidenciais em 18 de janeiro. Anistia Internacional acusa o governador do Rio, Claudio Castro, de preferir fazer uma chacina em vez de combater o tráfico de droga.

The RBA is poised to keep interest rates on hold.See omnystudio.com/listener for privacy information.

The ASX200 nudged up about 0.1 % after a soft start to the month, helped by a lift in financials, energy and tech stocks. Caution remains ahead of tomorrow’s RBA decision, with a roughly 3 % chance of a further rate cut after hotter‑than‑expected inflation data. US inflation figures were delayed by the ongoing government shutdown, and upcoming events include bank earnings (NAB, Macquarie) and several ex‑dividend dates. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

Wall Street’s main indexes rose overnight, with the S&P 500 and Nasdaq both higher as Kenvue surged on buyout news. Amazon’s $38 billion deal with OpenAI lifted its shares and boosted Nvidia's as well. U.S. Treasuries were mixed amid uncertainty surrounding the government shutdown, while in Europe, equities edged higher as investors assessed a fresh batch of earnings. In commodities, oil prices held steady despite OPEC+ signalling a pause on output hikes. Gold was little changed ahead of key U.S. private payroll data, and iron ore slipped on weaker steel production in China. Back home, Aussie shares are expected to ease ahead of the RBA’s interest rate decision. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

It was a busy week of economic news but the September quarter CPI stole the show. The policy relevant trimmed mean lifted by 1%/qtr and 3.0%/yr amongst broad based pricing pressures. In this podcast Belinda Allen and Trent Saunders unpack the result and why it means rate cuts are off the agenda for the RBA.   Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.      

The Aussie market ended October on a flat and uninspired note, slipping by around four points on Friday to mark a fourth straight day of losses. That left the ASX 200 down roughly 1.4% for the week — its worst since April — as investors digested hotter-than-expected inflation data and reassessed expectations for future rate cuts. Despite the late-month pullback, the index still managed a 0.4% gain for October overall. Energy and materials helped limit losses, while consumer discretionary and utilities weighed most heavily, with Wesfarmers and Origin Energy both under pressure. Resmed was among the day’s bright spots, lifting after a solid quarterly update. Looking ahead, attention turns to the RBA’s rate decision on Melbourne Cup Day, US inflation data tonight, and next week’s bank earnings from Westpac, NAB, and Macquarie. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

The Aussie sharemarket extended losses to a third straight day, weighed down by fading hopes of another RBA rate cut this year after yesterday’s hotter-than-expected inflation data. The ASX200 slipped about half a percent, trimming October’s monthly gain to just 0.5%. Overnight, the US Fed delivered another 25-basis-point rate cut but signalled caution about further easing, while Nvidia hit a record US$5 trillion valuation. Locally, healthcare and energy stocks led modest gains, but sharp falls in consumer discretionary shares — dragged by Wesfarmers — kept the broader market under pressure. Investors also watched a high-stakes meeting between US and Chinese leaders, their first face-to-face since Trump’s re-election, aimed at easing trade tensions. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

US President Trump said the meeting with Chinese President Xi will be three hours long before returning back to the US; says things will work out very well with Xi on Thursday.European and US equity futures are mixed; NQ outperforms, boosted by NVIDIA as it nears USD 5tln market cap.USD is firmer in the run-up to FOMC, AUD leads as hot CPI dashes RBA rate cut hopes.Fixed income contained awaiting the FOMC, with a mild bearish bias potentially stemming from positive trade updates.XAU returns back above USD 4k/oz, LME Copper reaches new ATHs amid positive US-China trade optimismUS Pending Homes (Sep), FOMC & BoC Policy Announcements; US President Trump to meet South Korea's Leader, Speakers including Fed Chair Powell & BoC's Macklem, Supply from the US.Earnings from Meta, Microsoft, Alphabet, ServiceNow, Starbucks, eBay, Verizon, Boeing, CVS, Caterpillar, Etsy, Centene, Phillips 66.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

APAC stocks were predominantly in the green following the tech strength on Wall St, most indices extended to record highs.US President Trump said he had a great trip so far and expects to lower fentanyl-linked tariffs on China. China said to have made soybean purchase.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 future down 0.1% after the cash index closed with losses of 0.1% on Tuesday.USD is broadly firmer vs. peers with GBP still under pressure. AUD leads as hot Aus CPI dashes hopes of an RBA rate cut next month.Israeli planes launched strikes on Gaza City. US VP Vance said he thinks peace in the Middle East will hold despite skirmishes.Looking ahead, highlights US Pending Homes (Sep), FOMC & BoC Policy Announcements, US President Trump to meet South Korea's Leader, Fed Chair Powell & BoC's Macklem, Supply from UK, Germany & US.Earnings from Meta, Microsoft, Alphabet, Google, Starbucks, eBay, Verizon, Boeing, CVS, Caterpillar, Phillips 66, UBS, BASF, Mercedes-Benz, Deutsche Bank, Equinor, Santander, GSK & Airbus.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Australia's core inflation accelerated beyond expectations last quarter, complicating the Reserve Bank's path to further policy easing and prompting money markets to slash bets on a near-term interest-rate cut. The latest data is way off the RBA's August forecast, from 0.6% for the trimmed mean to 1%, and clearly heading in the wrong direction. Heads … Continue reading "SURPRISE! Time To Forget About More Rate Cuts As CPI Jumps?"

As Gaza turmoil rages and hostage families wait for 13 more bodies to be returned, Israel is accusing Hamas of taking a hostage’s remains, burying them under rubble and then digging them up in a staged moment for cameras.See omnystudio.com/listener for privacy information.

The ASX200 slipped almost 1% to its worst daily drop since 3 Sept, spurred by September CPI showing headline 3.2% and core at 3%, topping the RBA’s target. Markets now see only a 5% chance of a rate cut at the Melbourne Cup meeting. Energy and gold miners led modest gains, while financials and CSL fell sharply. 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.

It's hard to believe that during the Covid crisis, nearly half of all mortgages were being 'fixed' - today the level is less than 5 per cent. With economists calling the end of the cutting cycle for the RBA, early movers could gain a serious competitive advantage if they fix their borrowing costs in the months ahead. Sally Tindall, data insights director at Canstar joins Associate Editor - Wealth, James Kirby in this episode. In today's show, we cover: Back from the dead: Fixed rates return to centre stage Why we may already be looking at the bottom for bank mortgage rates 'Split mortgages'- a bet both ways? The outlook for deposit rates See omnystudio.com/listener for privacy information.

The ASX200 fell about 0.5% today, erasing Monday’s gains, but stays up 2% for October and just 1% below a record high. Financials rallied, with the big four banks hitting record levels, while CSL and WiseTech drove the decline, dropping 16% and 15% respectively. Look ahead to tomorrow’s CPI release and the RBA’s likely rate cut on Melbourne Cup Day. 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.

Today's expert entered the studio with a proposal- we rebrand to Bond Mates. PIMCO's Sam Watkins is back to explain why income investing is having its moment. He makes the case for bonds and their new ETF, PIMCO Short Term Active Yield Active ETF (ASX: EARN).We cover:- “enhanced cash” and how it compares to term deposits.- What the RBA's stance means for income seekers.- How a fixed income ETF fits in a diversified portfolio. All benchmark performance data referenced relates to the period up to December 2024.——— 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) Check out our latest show: Basis Points (Apple | Spotify | YouTube) and there's a monthly email ——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 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.

SBS Finance Editor Ricardo Gonçalves takes a look at the day's market action and an RBA research report on critical minerals with Elizabeth Tian from Citi, plus Mahnaz Angury speaks with workplace law expert Giuseppe Carabetta from University of Technology Sydney about the impact of a recent work from home ruling in favour of a bank employee, to reject a request to return to the office.