Podcasts about rba

Right now, bond markets are front of mind for investors everywhere. Sticky inflation and ballooning budget deficits are pushing yields higher, and with the RBA looking likely to hike rates once again and the domestic economy under pressure, the question isn't just which stocks look cheap, it's which ones can actually hold up when the cost of capital keeps rising. Small caps are particularly exposed in this environment and get hit harder when sentiment turns. But within this universe, there are always names with the earnings quality, balance sheet strength, or structural tailwinds to hold their ground. To find which ones can weather the storm, Matthew Nicholas from 1851 Capital and Nick Sladen from LSN Capital Partners are running the ruler over four small caps, and sharing a high-conviction pick each of their own.

SHARESIES · MARKET UPDATE · Week of 14 September 2026Jacki Neumann, Head of Capital Markets ↑ WHAT'S UP — Oil was the big climber, with Brent crude rising as high as US$108 a barrel on Thursday — its highest since May — before settling around US$105 after fresh US–Iran strikes. Oracle was a bright spot, jumping 7% after hours on strong results as revenue rose 30% and cloud infrastructure revenue surged over 120%. ↓ WHAT'S DOWN — Equities fell broadly, with the ASX 200 down around 3% — dragged by an 8.6% slide in tech and a 3.9% fall in materials — while the NZX 50 lost 2.8% and US indices slipped, the S&P 500 off 0.8% and the Nasdaq 0.7%. Sentiment soured at home too, with consumer confidence falling 5.2% and NAB's business conditions index turning negative for the first time in six years. ! BIGGEST SURPRISES — The bond sell-off deepened, even as the US Treasury tripled its long-dated buyback operation to US$6 billion. The 10-year yield pushed toward 5%, its highest since mid-2007. In-line August CPI of 3.4% did little to help, lifting the odds of a September Fed hike to around 85%. Meanwhile, Australian 10-year yields climbed to 5.37%, their highest since 2011. ◎ WHAT TO WATCH — It's a week packed with central bank decisions: the Fed on Wednesday (now favouring a hike), the Bank of England on Thursday (expected to hold), and the Bank of Japan on Friday (tipped to hike). RBA Governor Bullock fronts a parliamentary committee on Friday, and New Zealand's Q2 GDP lands Thursday. ◈ BIGGER PICTURE — Markets are still focused on the global repricing of interest rate risk, with the return of oil prices stoking inflation fears and driving bond yields higher. Central banks are leaning hawkish — the Fed, the RBA, and even the Bank of Japan — putting pressure on borrowers. With three hikes already hitting Australians this year, there’s a growing gap between a slowing real economy and still-rising rates. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website. See omnystudio.com/listener for privacy information.

Today we're exploring one of the most overlooked challenges in mergers and acquisitions - not systems integration, not organizational structures, and not even culture. But a turnover of your highest performers.One of the biggest risks in a merger is not losing poor performers - it's losing your best people. Research shows that highly skilled employees and managers are the most likely groups to leave after a merger because uncertainty about their future, status, and career opportunities makes external options more attractive.A significant merger has just taken place. Within the first weeks and months you're starting to see your best people leave. The truth is while leaders have been focused on strategy, synergies, and culture integration , many of your best employees are asking a very different question:"What does this mean for me?"And if that question remains unanswered for too long, organisations often experience disengagement, declining productivity, an erosion of trust - and turnover.So today we'll unpack the psychology behind this phenomenon and explore how leadership coaching can help leaders guide people through uncertainty and toward a meaningful future.Rebecca, on asking yourself different questions as leader: "Mergers can result in high turnover of your best talent which often stems from uncertainty. Rather than focusing on tasks and productivity, your people are consumed with thoughts that question their identity in your new culture. They worry about their growth and if there will be opportunities for them moving forward.”Links:Get a copy of Rebecca's 7 Strategic Shifts to Position You as a High-Impact LeaderSpeak to us about your leadership development objectivesRate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Rebecca:Rebecca Allen is a warm and dynamic Leadership Coach who helps build high-potential emerging leaders and their teams by working on 4-core pillars: how do we want to show up; how do we want to add value; how should we elevate our thinking; and how should we elevate our communication? Rebecca has coached emerging and senior leaders at companies including Woolworths, Coles, ANZ, RBA, J.P. Morgan, PwC, ANSTO, Ministry of Defence, Frontier Sensing and abbvie through her Roadmap to Senior Leadership coaching program. Connect with Rebecca

Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed's increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ. They also see other opportunities for investors in semiconductors.You can read our latest Weekly Market View today here.Speaker(s):Hannah Chew, Portfolio Strategist, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

The Australian share market fell to a six-week low on Tuesday as renewed rate hike concerns rattled investors. An RBA official's comments about potential rate rises spooked markets, with all four major banks now forecasting another hike this year. Broad-based selling hit financials, tech, and consumer stocks, while energy benefited from rising oil prices. Confidence surveys showed households and businesses increasingly worried about rates and inflation.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

James Ridley is back on #AtlasExpatMortgages with Jeremy Harper for episode 32, 'September Market Update'. They unpack HSBC's $36 billion exit from Australian retail banking and what it means for the thousands of expats who bank and borrow with them. They break down what's changing, why now might be the right time to review your loan, and what to expect once Pepper Money takes over servicing next year. The conversation moves into the numbers shaping the spring selling season, surprising GDP growth, sticky inflation, and where NAB, Westpac, ANZ and CBA sit on the next RBA rate call. James and Jeremy also dig into the property market's regional divide, from Perth's runaway growth to Sydney and Melbourne's pullback, plus a live listener question on whether now's the time to buy an established home in Sydney from overseas. It's a fast-moving, practical update for any Australian expat trying to make sense of lending, rates, and property heading into the final months of the year. Relevant Links: • Order your copy of the The Expat's Handbook - atlaswealth.com/resources/the-exp…working-overseas/ • Upcoming events & webinars: atlaswealth.com/events/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Chat Podcast – atlaswealth.com/news-media/austra…pat-chat-podcast/ • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you're based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt

SHARESIES · MARKET MOVEMENTS · Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 7 September ↑ WHAT'S UP The NZX 50 gained 1.5%, while US indices held their ground with the S&P 500 up 0.1% and the Nasdaq up 0.4%. Dell was the tech sector’s star, jumping almost 16% on record AI server orders of US$61 billion and a US$25 billion lift to full-year revenue guidance. ↓ WHAT'S DOWN The ASX 200 fell 1%, dragged partly by a string of index heavyweights trading ex-dividend, including CSL, Brambles, and BlueScope, while Corporate Travel Management plunged over 80% as trading resumed after a long halt, and Broadcom slipped close to 3% on a cautious near-term forecast. ! BIGGEST SURPRISES Bond yields surged to multi-decade highs in multiple markets: Australian 10-year yields hitting 5.2% (their highest since 2011), UK Gilts at 5.2% and Japanese JGBs breaching 3% for the first time in 30 years. At home, Q2 GDP growth of 2.1% ran above the economy's sustainable speed limit, lifting the odds of a September RBA hike to around 70%. ◎ WHAT TO WATCH It's a quieter week, with US markets shut for Labor Day before all eyes turn to Friday's US August CPI, the key input ahead of the Fed's next decision. In Australia, Tuesday brings Westpac Consumer Sentiment, NAB Business Confidence and speeches from two RBA officials. ◈ BIGGER PICTURE We’re seeing a global repricing of interest rate risk, as re-escalating Middle East tensions push oil back up and stoke inflation fears from Sydney to Tokyo. Central banks are pulling in different directions, with the RBNZ hiking but softening its tone, the RBA now odds-on to move, and the Fed facing mixed signals. Next week's US CPI could prove decisive for where rates head from here. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

The Australian share market finished flat on Monday, hovering near the psychologically important 9,000 point level after an early rally faded. Energy and materials stocks led gains, while tech underperformed. Key catalysts ahead include RBA speeches and critical US inflation data later in the week, with rate hike expectations intensifying. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

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Reporting season is over, and Peter Switzer starts with the CEO of a company he thinks is on the upside.First, William Elliott, Managing Director and Chief Executive Officer of CAR Group, on the result he says makes a fifth consecutive year of double digit growth, why the share price has not followed, and the international business he thinks the market underestimates. Then Diana Mousina, Deputy Chief Economist at AMP, on whether the RBA hikes this month, what falling house prices are doing to spending, and where she sees shares over the next 12 months. Then Charlie Aitken, Group Investment Director at Regal Partners, on the divide between global and domestic earners, the Commonwealth Bank, CSL, Pro Medicus, BHP and the case for owning commodities. Finally Michael Gable, Managing Director and founder of Fairmont Equities, on the charts for the Commonwealth Bank, BHP, Xero, Pilbara Minerals, Zip and his own top pick.Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribeThe Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.

A stronger-than-expected US jobs report rattled Wall Street on Friday, fuelling expectations of another Federal Reserve rate hike and pushing bond yields higher. The ASX is poised for a steady open as attention turns to the RBA, with several officials speaking this week. Plus, besides inflation, what else is driving bond yields higher around the world? Join James Gruber, Equity Market Strategist, and Gillian Bowen, Head of Media and Markets at CommSec, as they take you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

– Don’t we already have a sovereign wealth fund? – Give the RBA another lever? – Should I keep adding to Super? – Are LICs on the way back?See omnystudio.com/listener for privacy information.

Chi phí tiềm tàng của tăng trưởng mạnh hơn dự kiến của Úc, có thể làm phức tạp quyết định lãi suất tiếp theo của Ngân hàng Dự trữ. GDP của Úc tăng 2,1% trong năm tài chính vừa qua. Nhưng một nhà kinh tế cho biết dữ liệu mới này không đủ để buộc RBA phải tăng lãi suất.

US President Trump said the renewed campaign against Iran would not continue for too long and that oil prices would come down; Trump added the US was prepared to conduct another attack on Iran.US President Trump said he has very productive things to talk about with China President Xi, adding it "Will be very exciting and great".Crude futures lacked firm direction after marginally gaining in two-way trade yesterday amid somewhat mixed comments from US President Trump.USD/JPY extended on the prior day's decline with the pair breaching the 158.00 level to the downside after the Japanese currency was supported on Wednesday.APAC stocks eventually traded mixed after initially posting gains; European equity futures indicate a marginally negative open.Looking ahead highlights include Swiss CPI (Aug), GDP (Aug), Global S&P Services and Composite PMI Final (Aug), EU PPI (Jul), US Challenger Layoffs (Aug), Trade Balance (Jul), Jobless Claims, ISM Services PMI (Aug), Atlanta Fed GDP (Q3), Canadian Trade Balance (Jul). Speakers include Fed's Waller, Hammack & Goolsbee, RBA's Jones & Hunter. Supply from Spain & France.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

There has been a bit of a change in market expectations surrounding the RBA cash rate in recent days, so what gives? Join RaboResearch General Manager Stefan Vogel as he speaks with Senior Market Strategist Ben Picton to unpack the latest data on the Australian economy, the likely implications for the cash rate, and what RaboResearch expects the RBA to be doing with interest rates 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. 

The Australian share market fell for a third consecutive session, breaking below the key 9000 point level for the first time since late July. Stronger than expected economic growth data ramped up expectations for an RBA rate hike in September, while escalating Middle East tensions and a US bond market sell-off added pressure. Materials and gold stocks led declines, though energy remained the year's top performer.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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

SHARESIES · MARKET MOVEMENTS · Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 31 August ↑ WHAT'S UP — US indices edged higher, with the S&P 500 up 0.5% and the Nasdaq up 0.9%, while the ASX 200 added 0.4%, propelled by results including Qantas’ 4.8% jump on a $2.06 billion underlying profit, Coles rising 5%, and NEXTDC beating guidance with revenue up 16% on surging AI infrastructure demand. ↓ WHAT'S DOWN — The NZX 50 fell 1.5% in its worst week since May, snapping three weeks of gains. DroneShield sank 11% despite a 74% revenue jump as it swung to a $32.2 million loss, Air New Zealand posted a $336 million full-year pre-tax loss, and Xero drew a 70.6% protest vote against its remuneration report. ! BIGGEST SURPRISES — Australia's July CPI ran hotter than expected at 3.5%, with trimmed mean inflation at 3.6%, lifting the odds of an RBA hike by year-end to 78% from 67%. At Jackson Hole, Fed Chair Kevin Warsh’s tone was hawkish, pushing September US rate-rise odds from around 36% to nearly 60%. ◎ WHAT TO WATCH — The RBNZ meets Wednesday, with markets expecting a 25 basis point hike from 2.5%, and Australia's Q2 GDP lands the same day. In the US, the August employment report on Friday will be a key read ahead of the Fed's next decision on September 16. ◈ BIGGER PICTURE — Inflation is proving stickier than hoped, with a hot Australian CPI and a hawkish Warsh pushing rate-hike expectations sharply higher on both sides of the Pacific. The AI build-out still looks robust — Nvidia flagged hyperscaler capex near US$800 billion this year — but its warning on shrinking margins is a reminder that even the AI winners face cost pressure. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

Today we are talking about what leaders can do to foster deeper inclusion and empower Asian women in their teams.My guest today is Natalie Wong, an experienced HR professional with 25 years experience with a passion for seeing more Asian women progress in their careers.Natalie is sharing practical advice to outline how may women are juggling multiple identities at once at work and the impact that can have on them, whether those identities are about ethnicity, gender, or otherwise. We are talking a lot about the default communication styles of many Asian women and some practical ways leaders can support women of Asian descent to progress more rapidly, such as:Helping people promote their impactListening to understand, rather than listening to replyAnd looking out for affinity bias in recruitmentNatalie, on leading with a DEI lens: "It's important to have a diverse perspective and that can be challenging when other leaders don't have that lived experience too. Sponsorship, mentoring and allyship are all really powerful in supporting Asian women to succeed in their careers. And that includes understanding their values and cultural background and what might be holding them back from voicing their concerns." Links:Connect with Natalie Wong on Linkedin Connect with Rebecca Allen on LinkedinGet a copy of Rebecca's guide, 7 Strategic Shifts to Position You as a High-Impact Leader Rate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Natalie:Natalie Wong is a strategic and empathetic HR leader with over 25 years of experience spanning global multinationals, financial institutions, and professional services across Asia and Australia. Renowned for her collaborative approach and deep expertise in talent acquisition, executive recruitment, employee relations, business partnering, and learning and development, Natalie brings a wealth of insight to every engagement. As a culturally diverse leader of Asian descent, Natalie is a passionate advocate for diversity and inclusion, and  has consistently championed the creation of inclusive workplace cultures throughout her career; as well as supporting the development of female leaders.   Leveraging her legal and business background, she is focused on delivering pragmatic, people-focused solutions that align with strategic business goals. Natalie's thought leadership and commitment to elevating the employee experience make her a compelling speaker and trusted voice in the HR community.  About Rebecca:Rebecca Allen is a warm and dynamic Leadership Coach who helps build high-potential emerging leaders and their teams by working on 4-core pillars: how do we want to show up; how do we want to add value; how should we elevate our thinking; and how should we elevate our communication? Rebecca has coached emerging and senior leaders at companies including Woolworths, Coles, ANZ, RBA, J.P. Morgan, PwC, ANSTO, Ministry of Defence, Frontier Sensing and abbvie through her Roadmap to Senior Leadership coaching program. Connect with Rebecca

The Australian share market finished August mixed but on track for a fifth consecutive month of gains. Financials led while miners and tech retreated following hawkish commentary from US Fed Chair Jerome Powell at Jackson Hole, raising odds of a September rate hike. Gold prices fell sharply, pressuring the gold subsector. Key catalysts ahead include the US Fed meeting on September 16 and the RBA decision weeks later, alongside building approvals data and ongoing dividend payouts. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Over the past week we have seen more indicators that the housing market is battling with a storm of issues, from rising interest rates, yes the RBA will have to hike further, higher inflation, which is causing the RBA to move, and higher bond yields signifying higher borrowing costs for households, businesses and the government. … Continue reading "The Property Dominos Are Continuing To Fall; Hard!"

Lạm phát Úc giảm xuống 3,5% nhưng giá nhà ở, thực phẩm, dịch vụ và xăng dầu vẫn gây áp lực lên chi phí sinh hoạt. Chuyên gia cảnh báo tác động từ giá nhiên liệu và cuộc chiến tại Iran có thể chưa được phản ánh đầy đủ trong CPI hiện tại, trong khi khả năng RBA tăng lãi suất vào tháng 9 đang được thị trường chú ý.

Prime Minister Anthony Albanese has confirmed 34 Australians are missing after catastrophic flash floods along the Nepa -Tibet border. The Middle East conflict has taken a $420 million Australian dollar bite out of Qantas's annual earnings, as higher fuel prices and flight disruptions weighed on the airline. Australia's annual inflation rate has eased to 3.5 per cent, down from 3.8 per cent in June. News from today's live program (1-2pm). - ネパールとチベットの境で発生した大規模な洪水で、オーストラリア人34人の行方が分からなくなっています。カンタス航空が発表した通期決算は、中東での紛争が業績を押し下げ、純利益が昨年からおよそ20％減少しました。７月のCPIが前年同月比で3.5％の上昇と、前の月から勢いが鈍化したものの、オーストラリア準備銀行（RBA）が再び利上げに動くとの根強い見方があります。2026年８月20日放送。Listen to SBS Japanese Audio on Tue, Thu and Fri from 1pm on SBS 3. Replays from 10pm on Tue, Thu and Sat on SBS1. Listen to past stories from our podcast. Download the free SBS Audio App and don't forget to visit SBS Japanese Facebook and Instagram page! - SBSの日本語放送は火木金の午後１時からSBS3で生放送！火木土の夜10時からはおやすみ前にSBS1で再放送が聞けます。SBS日本語放送ポッドキャストから過去のストーリーを聞くこともできます。無料でダウンロードできるSBS Audio Appもどうぞ。SBS 日本語放送のFacebookとInstagramもお忘れなく。

Economists at three of Australia's big four banks have changed their mind and reinstated thier forecasts of an RBA rate rise this year as stubborn inflation fuels expectations of higher borrowing costs. SBS Finance Editor Ricardo Gonçalves speaks with S&P Global Ratings Director of Structured Finance Erin Kitson about what another increase could mean for mortgage holders, while Robert Talevski from Activam breaks down a one per cent fall on the Australian sharemarket and the latest company earnings.

The Australian share market posted its largest fall in nearly three months as household spending data sparked expectations of potential interest rate hikes. Strong consumer spending, particularly on discretionary items, raised concerns about inflation persistence, with markets now pricing in elevated odds of RBA action. Key earnings results, including NVIDIA's record outlook, also influenced investor sentiment across local sectors. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Nightlife News Breakdown with Philip Clark, joined by Clare Armstrong, the ABC's chief digital political correspondent, based at Parliament House in Canberra.

Fresh concerns the RBA will hike rates following latest data, a push for MH17-style global investigation into Zomi Frankcom. Plus, Richard Flanagan blames Israel lobby for antisemitism rise.See omnystudio.com/listener for privacy information.

Crude futures extended their declines after falling around 5% yesterday as geopolitical developments appeared more constructive.Iran's Deputy Foreign Minister said US minesweepers are very good targets if they enter the region.APAC stocks were mostly in the green following the gains on Wall Street, where sentiment was underpinned amid Strait of Hormuz optimism, lower oil prices and a drop in yields.US equity futures were indecisive following recent gains and as participants brace for NVIDIA earnings; European equity futures indicate a mildly positive open.AUD/USD outperformance was seen following firmer-than-expected monthly inflation data, which remained above the RBA's 2%-3% price target.Looking ahead, highlights include US Durable Goods (Jul), PCE (Jul), GDP 2nd (Q2), Atlanta Fed GDP (Q3). Comments from ECB's Cipollone. Supply from Germany, Italy and the US. Earnings from NVIDIA, Salesforce & CrowdStrike.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The Australian share market delivered its strongest session in three weeks, with gains across most sectors led by technology and consumer staples. Energy stocks tracked lower oil prices, while supermarket giant Coles and defence contractor Electro Optics Systems featured among notable movers. With inflation data and earnings from major retailers expected tomorrow, investors remain focused on economic signals ahead of the RBA's September decision. 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. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

Inflation has come in softer than expected, but is Australia really getting closer to the end of the fight against rising prices? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about the latest inflation data, why price pressures are expected to ease only gradually and why the RBA isn’t ready to declare victory just yet. They also unpack what could still trigger another rate hike, why the economy needs to slow further and what would need to change for the RBA to begin cutting interest rates in 2027. Plus, CommBank Senior Associate, Market Strategy and Rates Research Michael Tang shares the key focuses for markets in the week ahead. *This episode of CommBank View was recorded on Tuesday 25 August 2026, before CommBank’s Global Economic and Markets Research team revised its RBA interest rate forecast on Thursday 27 August 2026. 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.See omnystudio.com/listener for privacy information.

SHARESIES · MARKET MOVEMENTS · 24 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 24 August ↑ WHAT’S UP — The materials sector outperformed the broader ASX, rising 5.6%: BHP's underlying profit jumped 30%, with copper overtaking iron ore as its biggest earnings contributor for the first time, while Evolution Mining rallied over 16%. Healthcare climbed more than 9% driven by CSL and Cochlear, and the NZX 50 bucked the global trend to add 0.9%. ↓ WHAT'S DOWN US stocks fell under the weight of bond yields, with the S&P 500 down 1.4% and the Nasdaq 2%. The ASX 200 slipped 0.6%, with local losses led by banks. NAB dropped 7.7% and the sector fell 5.5% after home loan applications slid 15%, while JB Hi-Fi lost over 10%. ! BIGGEST SURPRISES Bond yields were the big story. The 30-year US Treasury yield pushed above 5.3% for the first time since 2007 and the 10-year near 4.7% as national debt topped US$40 trillion for the first time. The Treasury's expanded buybacks to ease the pressure didn’t hold, with yields retracing most of their decline by week's end. ◎ WHAT TO WATCH New Fed Chair Kevin Warsh gives his first keynote on Thursday, while Nvidia's results land Wednesday and Australian reporting rolls on with Coles, Woolworths, Wesfarmers and Qantas. On the data front, RBA minutes are due Tuesday and Australian July CPI Wednesday, alongside key US inflation and GDP prints mid-week. ◈ BIGGER PICTURE Attention is turning to climbing long-dated US yields, with fiscal concerns and sticky inflation pressuring equities even as the Treasury tries to intervene. Down under, reporting season shows a divergence on the ASX: a cooling housing market weighing on banks, while the miners and biotech CSL rise. With rising unemployment but consumers gaining confidence on the RBA's hold, Australia sends mixed signals heading into a pivotal week. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website. See omnystudio.com/listener for privacy information.

The ASX is set to edge higher as another busy day of company earnings gets underway, with Coles, Woodside and Scentre Group among those reporting. A stern warning from the US for countries with trade ties to Iran has put geopolitical tensions back in focus, but what has it meant for Wall Street and global oil prices? Plus, the latest RBA meeting minutes and a fresh read on US consumer confidence are due today. Gillian Bowen, Head of Media and Markets at CommSec, takes you through all the key numbers. Check out our Market News page Follow us on:InstagramLinkedInYouTubeTikTok 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.

A quick look at the latest social media posts, and media would give you the impression that unemployment in Australia just went through the roof, and so rates cuts from the RBA are off the table. A rise in the unemployment rate to its equal-highest level in almost five years last month suggests the economy … Continue reading "An Unbelievable Reaction To The Latest Unemployment Data!"

Akuëën kɔc cïn nhïïm luɔi aci rot juak, aci dhuök piny tɛn 16,000 latuëŋ baai yiic mëne pen Dhorou, kënë aca lɔ̈ŋ den maat thin ke wën ye luel lɔn ci RBA akuëën wëëu ye wëëu dhuk cök kɔ̈ɔ̈c bi cï bën juääk yiic. Tɛn lɔn waar rëël ciën luɔi 4.4 buɔt yic, yemëne aci lɔ nhiaal 4.5 buɔt yic.

SHARESIES · MARKET MOVEMENTS · 17 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 17 August ↑ WHAT’S UP — US markets saw slight gains, with the S&P 500 up 0.4% and the Nasdaq up 0.2%, while the NZX 50 added 0.2%. Super Micro jumped 19% on an earnings beat and upbeat guidance, and Commonwealth Bank posted a record annual cash profit of $10.98 billion, up 7%. ↓ WHAT'S DOWN — The ASX 200 fell 1.6%, dragged by financials: Westpac lost almost 6% after a 20% drop in mortgage applications, while Suncorp's and IAG's profits fell 44% and 25% respectively. In the US, solid numbers didn't prevent declines, with RocketLab down about 7%, Cisco 5% and AST SpaceMobile 4% despite reporting record or fast-growing revenue. ! BIGGEST SURPRISES — The RBA held at 4.35% but Governor Bullock struck a hawkish tone, refusing to rule out further hikes on inflation concerns. In contrast, US core CPI eased to a multi-year low of 2.5% and core PPI slowed to 4.2%, cutting the odds of a September Fed hike to 28%. ◎ WHAT TO WATCH — Australian earnings ramp up, with NAB's update rounding out the big four banks and results due from JB Hi-Fi, BHP, Fortescue, CSL and Cochlear among others. The FOMC's July minutes land Wednesday and Australia's July unemployment rate follows on Thursday. ◈ BIGGER PICTURE — Australian bank earnings showed resilience but growing exposure to a cooling housing market. In the US, AI and space infrastructure investments stalled despite strong revenue growth, with investors zeroing in on losses, margins, and execution risks. Meanwhile, a hawkish RBA is still weighing hikes just as softening US inflation nudges the Fed the other way. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.

Productivity, competence and trust are all intertwined And today, we are exploring how essential it is for a leader to identify where people are strong, rather than to assume they will fail.It is easy to slip into negative habits that erode trust in the team. Habits such as:Excluding people from decision makingTalking over themNot delegating and micromanagingDelegating only low-impact tasksTelling people how to do thingsAssuming they will fail or make a mess of thingsToday we are taking a step back and looking at the power of the question:"How is this person smart?" *Thus identifying the strengths of your team and then playing to them.* A question posed by Liz Wiseman in her book, MultipliersRebecca, on building trust in the team: "When you assume someone is capable on your team, you help them focus. They are not distracted, worrying about how they will be perceived or if their work is valuable and valued - they simply get on with the task and are highly productive."Links:Get a copy of Rebecca's 7 Strategic Shifts to Position You as a High-Impact LeaderVisit Rebecca's website and develop your leaders and teamsConnect with Rebecca on LinkedinRate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Rebecca:Rebecca Allen is a warm and dynamic Leadership Coach who helps build high-performing leaders and teams by working on 4-core pillars: how do we want to show up; how do we want to add value; how should we elevate our thinking; and how should we elevate our communication? Rebecca has coached managers through to CXOs at Woolworths, Coles, ANZ, RBA, J.P. Morgan, PwC, ANSTO, Ministry of Defence, Frontier Sensing and abbvie through her Roadmap to Senior Leadership coaching programs. Connect with Rebecca

This week Wem and I get into something that's been rumbling through forest school Facebook groups all summer: fires, heatwaves, drought, and where individual choice ends and collective responsibility begins.It started with a post about forest school leaders lighting fires during the current UK drought, and the pile of comments underneath it. Some people were arguing it's down to individual practitioners, their training and their risk benefit assessments. Others were pointing at local fire services actively fighting wildfires and asking whether "I've done my RBA" is really enough justification right now. We try to pull that apart properly rather than picking a side.Along the way we talk about the headline game, a tool I use for weighing up risky decisions, and how it applies just as well to cancelling a session as it does to lighting a fire. We get into whether forest school is a community or a collection of individuals doing their own thing, my ongoing argument against the mycelial network metaphor and my pitch for lichen instead, and where the line sits between influencing someone's practice and controlling it.We finish on training and accrediting bodies, what a climate-literate Forest School Leader Level 3 might actually need to cover, and how we might get better at critiquing each other's practice without it turning into a pile-on.Forest School Association, the UK's professional body for Forest School, which runs the Recognised Provider and Endorsed Trainer schemes we talk about: forestschoolassociation.orgThe Met Office Fire Severity Index, the tool fire services use to rate wildfire risk and which prompted our "what should Level 3 training actually cover" tangent: metoffice.gov.uk/services/government/environmental-hazard-resilience/fire-severity-indexThe Beaufort scale, referenced as the wind equivalent of the fire index conversationhttps://www.rmets.org/metmatters/beaufort-wind-scaleLinks and references mentioned

RBA คงดอกเบี้ยที่ 4.35% เงินเฟ้อยังสูงกว่าเป้าหมาย | รัฐบาลเดินหน้าปฏิรูปโฆษณาพนัน ฝ่ายค้าน-กรีนส์ชี้ยังไม่เข้มพอ | ชุมชนพหุวัฒนธรรมแห่ขอความช่วยเหลือกรอก Census | นักเรียน-นักศึกษาทั่วออสฯ รวมตัวประท้วง One Nation-พอลลีน แฮนสัน | แทสเมเนียเร่งปกป้องสัตว์เสี่ยง หลังพบไข้หวัดนก H5N1

澳洲儲備銀行 (RBA) 維持現金利率於 4.35 厘不變，是否代表家庭財務壓力開始紓緩？

We're back with The Briefing: Our Take, our weekend hang-out where we loosen our ties and kick off our shoes to take you behind the scenes of the week that was, and what you (and we) made of it. This weekend Chris is joined by Dan Mullins - LiSTNR's Acting Head of Factual, and a voice you'll already know from The Briefing - to debrief the story we couldn't stop talking about: Bension Siebert turning to sex work to fund his investigative journalism. From there Chris and Dan crack open the inbox and read your comments on Bension's story, the fuss over the PM and those Japanese melons, and whether anyone outside a newsroom actually cares about the Census. We’re also joined by Karli from marketing who takes on this weekend’s quiz and then we of course cap it all off with The Weekend List! The Weekend Quiz: One of Donald Trump's key allies resigned this week. Who was it? Did the RBA increase, decrease or leave unchanged the official interest rate this week? What occurred across Australia on Tuesday night? Two planes almost collided at an airport this week. Where was it? What were school students protesting when they walked out of school? The Weekend List: To Watch: Ted Lasso Season 3 (Listener Georgie) To Watch: Dark Matter with Joel Edgerton (Listener Jane) To Read: Realms of Gold by A.J. Mackinnon Follow The Briefing: TikTok: @thebriefingpod Instagram: @thebriefingpodcast YouTube: @TheBriefingPodcastSee omnystudio.com/listener for privacy information.

Nightlife News Breakdown with Philip Clark, joined by Michael Pascoe, Independent commentator filing for Michael West Media & author of The Summertime of Our Dreams.

We discuss the RBA decision yesterday and consider the implications for households who are facing higher inflation and rents, higher mortgage rates, and poor productivity. Banks are calling deeper property price falls ahead and falling mortgage application volumes while the RBA attributes migration and big IT AI investments as elements propping up the economy. Its … Continue reading "Households Are Going To Stay On The “Pain Train” For Some Time Yet…."

After its latest meeting, the Reserve Bank has kept interest rates on hold.But should we get used to rates being higher than we've become used to in recent history?Today, ABC finance expert Alan Kohler on what to expect in the months ahead and why the real housing price slump has only just begun.Featured:Alan Kohler, ABC finance presenter and columnist

The RBA pauses an interest rate hike but warns it could hike them later if the inflation risk doesn't ease

The RBA pauses an interest rate hike but warns it could hike them later if the inflation risk doesn't ease

Nightlife News Breakdown with Philip Clark, joined by Greg Jericho, Columnist with the Guardian and Chief Economist with The Australia Institute.

There was a maritime incident reported in Bab al-Mandab, with Fars reporting that a Saudi ship was reportedly targeted by the Yemeni army.Separately, the UKMTO has received a report of an incident involving a tanker and military forces in the Gulf of Oman.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure.US equity futures are muted while European bourses fall on higher energy prices (Brent +2.2%).Fixed income benchmarks fall but on low volumes ahead of US CPI on Wednesday.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Supply from the US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

The RBA warns families will lose their homes, a prominent anti-antisemitism leader was not called before the Royal Commission. Plus, Fauci's bombshell texts show he knew about risks of the COVID vaccine for pregnant women.See omnystudio.com/listener for privacy information.

US President Trump said, regarding potential escalation with Iran, that it is certainly possible and still has the ability to escalate.US President Trump, responding to Iran's requests for compensation during the conflict, said he was demanding compensation from Iran.RBA maintained rates as expected and kept a hawkish tone, but trimmed its CPI forecasts; AUD saw mild pressure. APAC stocks traded mixed following a lacklustre lead from Wall Street; European equity futures indicate a flat cash market open.DXY traded little changed, 10yr UST futures remained subdued, Crude futures held on to the prior day's spoils after rallying by more than 5%.Looking ahead, highlights include US ADP Employment Change Weekly, Existing Home Sales (Jul), Comments from RBA's Governor Bullock, Supply from Germany & US, Earnings from Supermicro & CoreWeave.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This week it's NVIDIA Nemotron Ultra through Perplexity - my sub is running out soon. It made some pretty amazing mistakes and totally made up the references list at the end. I dunno, stick to making chips fellas cause this is a bit shit. Still, it's better than nothing. The clankers are still doing okay at the shownotes thing. Enjoy! --------SummaryMr. Insider and Hong Kong Jack open with the passing of Melbourne matriarch Kath Pettingill (91) and the grim, darkly comic history of the Pettingill–Allen clan — Dennis “Dr Death” Allen, the Stevenson Street fortress, and the Wall Street executions. They pivot to Victoria's suppression-order addiction (half the national total) and the Ralph Carr rape conviction that took 48 hours to un-suppress, then dissect IBAC's Operation Richmond into the UFU/CFA/FRV stitch-up — six years, no corruption findings, just “serious and concerning conduct.”Cross the border to NSW: ICAC's Operation Rosne is live, Jean‑Claude Perrottet is squirming in the box as Nassif's $2M bribe tapes play, and Jeremy Greenwood is ghosting from London. A detour through minority-government history (Gillard–Greens–Oakeshott–Windsor) segues into a housing-market stoush: banks forecasting −10%, the Budget saying +2%, and Tanya Plibersek claiming “best time ever for first‑home buyers.”The Cambridge sociologist Jason Arday unravels — non-verbal till 11, 600 miles in six days, 30 marathons in 35 days, a brain tumour, 7‑Up kid, £5.5M raised, AI‑written resignation letter — and the ABC's Four Corners hiring ex‑Mongol Mahmoud Fazal is flagged for next week. Fauci's diaries, RFK Jr.'s peptide purge, and COVID revisionism draw a furious rant. Ukraine's drone supremacy, PLA drone investment, and why NATO spending metrics miss the point.Sport: Trump's “club champ” grift, Geelong's secret concussion waiver (chaired by AFL Commission boss Craig Drummond), the wildcard-round tanking farce driven by betting partners, Tasmania signing Nigel Lappin, and Carlton's miraculous turnaround under Josh Fraser — Harry DeMattia, Jagga Smith, Wade Derksen, and a game plan now built on turnover footy. Matthew Stokes on club culture and troubled players. The Hundred's kid‑focused gimmickry, AFLW Ireland's skill explosion at North Sydney Oval, and a teaser on NRL/AFL media capture for next week.Timeline Time Segment0:25 Intro & Housekeeping – 7 Aug 2026, Hong Kong weather (“it's called summer”), Melbourne heat.1:18 Kath Pettingill & the Pettingill–Allen Dynasty – “Granny Evil” dies at 91; Dennis Allen (Mr Death), Peter Allen, Victor Pierce, Wall Street murders, Stevenson Street Richmond/Cremorne, Brian Murphy's $1,400/week payoff, chainsaws & 44‑gallon drums.7:03 Victoria's Suppression‑Order Addiction – >50% of national total; Ralph Carr (Dusty Martin's ex‑manager) convicted of raping employee; 48‑hour delay lifting suppression; “if you've got money you get away with it.”12:29 IBAC Operation Richmond (UFU/CFA/FRV) – Six‑year inquiry; “serious & concerning conduct” but no corrupt conduct; political fix for metropolitan/country fire boundary; “vanilla ICAC” vs NSW theatre; Dan Andrews' golf clubs.20:39 NSW ICAC Operation Rosne – Young Liberal operatives (Assaf, Ellis, Greenwood, Perrottet brothers); Jean Nassif ($2M bribe allegation, now in Lebanon), Michael O'Hara, Catholic Schools NSW (Dallas McInerney); targeting David Elliott & Building Commissioner David Chandler; Jean‑Claude Perrottet in the box, audio ambush.32:41 Minority Government & Coalitions of Convenience – Gillard–Greens–Oakeshott–Windsor “wedding ceremony”; Paul Kelly's verdict; “you don't need formal agreements”; Jim Cairns 1970s parallel; all the 2010 plotters now in gaming.40:52 Housing Market: Crash or Soft Landing? – Banks: −10% / $230B wiped; Budget: +2%; Tanya Plibersek's “best time ever” claim; negative equity, bank forbearance, 1990s commercial‑property playbook.46:30 Cambridge Professor Jason Arday: Fantasist or Fraud? – Youngest Black professor; didn't speak till 11, illiterate till 18, 600 miles/6 days, 30 marathons/35 days (last 9 with hairline fracture), 7‑Up claim, £5.5M raised (walked back), brain tumour during PhD; Cambridge defends, then folds; AI‑written resignation letter; Guardian pile‑on; “sociology standards are fuzzy.”51:23 ABC Four Corners & Mahmoud Fazal – Ex‑Mongols sergeant‑at‑arms hired; journalistic ethics vs “great life story”; teed up for next episode.56:34 Fauci, RFK Jr & COVID Revisionism – Fauci takes the Fifth; HHS servers now under Kennedy; “ICUs were empty” lie; double‑blind placebo ethics (Salk polio regret); FDA pulls six peptides off ban list with zero human data; “grifters at 4,000% markup”; healthcare workers threatened.1:04:05 Ukraine–Russia: Drone Wars & Asymmetric Shift – Ukrainians lead in AI‑guided, radar‑invisible drones; defender's advantage today ≠ tomorrow; PLA investing heavily; US big‑bureaucracy lag; Taiwan lesson — boots still needed.1:08:56 Golf: Trump's “Club Championship” – 80‑yo, 180‑yard drive, four‑handicap in prime; member confirms nudging, caddy collusion, card‑swapping; “four or five handicap? I'd never play again.”1:10:48 AFL: Geelong's Secret Concussion Deal – Undisclosed player, multiple concussions, waiver signed, cleared by board (chair Craig Drummond → AFL Commission chair); rival clubs furious; enforceability doubtful; “Geelong get umpired different.”1:14:41 Wildcard Round Tanking & Betting Partners – Greg Swan memo: “pick on merit or scrutiny”; Fremantle 2023 precedent; clubs 6–10 resting stars to keep week off; bookies complain → “don't bet that week.”1:17:13 Tasmania Devils: Nigel Lappin as Head of Development – “Best development coach in the comp”; development = sustained success (cf. Geelong under Lappin).1:18:45 Carlton's Blues Revival – Josh Fraser interim; Voss “coached like everyone was Michael Voss”; Fraser: “back yourselves”; turnover footy now elite (1st/2nd in every stat vs Brisbane); Harry DeMattia, Jagga Smith, Taylor Byrne; Wade Derksen's Darwin-to-rookie fairytale; Curnow→Sydney, Florent/Hayward win‑win; Jacob Weitering return looms.1:27:41 Matthew Stokes on Club Culture & Troubled Players – Ex‑Cat's own history; secrecy enables; consequences (pay cuts) needed; “don't let it fester inside the four walls.”1:29:25 Cricket: The Hundred (UK) – 100 balls, 5/10‑ball blocks, 20‑ball max per bowler; ECB: “engage 7–10 year olds”; dominates July/August; “poor man's T20,” wallpaper cricket; IPL money > Hundred money.1:34:21 AFLW: Ireland v Australia at North Sydney Oval – Sell‑out, Irish diaspora everywhere; skills unrecognisable from Year 1; Gaelic football base; “terrific spectacle.”1:36:09 NRL/AFL Media Capture Teaser – Gus Gould fined $20K for “game's stupid”; concussion denialism; AFL.com/ NRL.com in‑house content; “incestuous relationship” — deep dive next week.1:38:43 Wrap – Episode 167 recorded 7 Aug; thanks to Hong Kong Jack; see you next week.People & Entities MentionedCategory NamesCategory NamesMelbourne Underworld Kath Pettingill, Dennis Allen, Peter Allen, Victor Pierce, Vicki Pierce, Brian Murphy, Jack (Murphy's sidekick), Dennis “Dr Death” AllenVictorian Politics/Law Ralph Carr, IBAC, Operation Richmond, UFU, CFA, MFB, FRV, Dan Andrews, Craig Drummond (AFL Commission), Premier Ben CarrollNSW Politics/ICAC Jean‑Claude & Charles Perrottet, Robert Assaf, Christian Ellis, Jeremy Greenwood, Jean Nassif, Michael O'Hara, Dallas McInerney, Damien Tudehope, ICAC Operation RosneFederal/Historical Julia Gillard, Bob Brown, Adam Bandt, Wayne Swan, Tony Windsor, Rob Oakeshott, Jim Cairns, Gough Whitlam, Kevin Rudd, Stephen ConroyHousing/Economy Tanya Plibersek, RBA, major banksAcademia/Media Jason Arday (Cambridge), The Guardian, Mahmoud Fazal (Four Corners), ABCCOVID/Health Anthony Fauci, RFK Jr, FDA, NIH, HHSGeopolitics/Defence Ukraine, Russia, PLA, Taiwan, NATO GDP metricsSport — Golf Donald TrumpAFL Geelong Cats, Craig Drummond, Greg Swan, Fremantle, Ross Lyon, Tasmania Devils, Nigel Lappin, Carlton, Michael Voss, Josh Fraser, Harry DeMattia, Jagga Smith, Taylor Byrne, Wade Derksen, Charlie Curnow, Ollie Florent, Jack Hayward, Jacob Weitering, Matthew StokesCricket ECB, The Hundred, Mitchell Marsh, Marcus Stoinis, IPLAFLW Ireland women's team, North Sydney OvalMedia Gus Gould, Phil Gould, AFL Media, NRL MediaLinks & References (for show notes)IBAC Operation Richmond Report — https://www.ibac.vic.gov.au/investigations/operation-richmondNSW ICAC Operation Rosne Hearings (live) — https://www.icac.nsw.gov.au/operation-rosneRalph Carr Conviction & Suppression Order Lift — The Age / Herald Sun (early Aug 2026)Cambridge / Jason Arday Coverage — The Guardian “Grotesque racism” piece; Times Higher Education investigationFDA Peptide Decision (6 peptides delisted) — Federal Register / FDA press release, late July 2026AFL Wildcard Round & Tanking Memo — AFL.com.au / The Age (Greg Swan memo leak)Tasmania Devils Announce Nigel Lappin — AFL.com.au / The Mercury (early Aug 2026)The Hundred 2026 Schedule & Rules — ECB / Sky SportsAFLW Ireland v Australia Highlights — Kayo / Fox Footy / AFLW YouTube

SHARESIES · MARKET MOVEMENTS · 11 AUGUST 2026Jacki Neumann, Head of Capital Markets at Sharesies Note: Filmed Monday 10 August ↑ WHAT’S UP — The S&P 500 hit a new record close to finish the week up 3.6%, the Nasdaq up 5.2% in its best week since May, and the ASX 200 climbing 3.2% to its own new record. Strong corporate earnings helped power the rally: Palantir jumped 29.5% after 93% revenue growth, AMD posted record quarterly revenue of US$11.5 billion, and SpaceX surged around 23% on its first public results. ↓ WHAT’S DOWN — ResMed shares fell after a mixed underlying result. Oil was choppy, falling initially on hopes of a deal to reopen the Strait of Hormuz, only to climb later in the week as Iran moved to restrict US and Israeli vessels. ! BIGGEST SURPRISES — The US July jobs report shed 23,000 jobs against expectations to gain around 80,000, even as the unemployment rate fell to 4.1%. Markets read it as easing Fed pressure, cutting September rate-hike odds to 41% from 55%. ◎ WHAT TO WATCH — The RBA decides on Tuesday, with a hold at 4.35% expected, and US July CPI and PPI will test whether price pressures are easing after the oil run-up. Reporting season continues with RocketLab, Cisco and Super Micro in the US, and CBA, ANZ, Westpac, QBE, IAG and Suncorp locally. ◈ BIGGER PICTURE — Records across Wall Street and the ASX show a firmly risk-on market, powered by strong earnings and tentative signs of easing Middle East tensions. Appetite remains for the AI and growth trade, demonstrated by Palantir, AMD, and SpaceX. But unsettled oil prices and the impact of a soft US jobs print sit in the background as potential swing factors. Disclaimer: Sharesies Market Movements is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. This video is general market commentary and educational in nature. It is not financial advice and does not take into account your personal objectives, financial situation or needs. Information is current at the time of recording and may be subject to change. We do not provide recommendations and nothing in this video should be taken as a recommendation to buy or sell any financial product. Investing involves risk. You might lose the money you start with. Past performance is not indicative of future performance. If you require personal financial advice, you should consider speaking with a qualified financial adviser. Our disclosure documents and terms and conditions, including a Target Market Determination and IDPS Guide for Sharesies Australian customers, are available on our relevant Australian or NZ website.See omnystudio.com/listener for privacy information.