Podcast•Feb 20, 2026•7 min
Shutdown Shadow
The episode examines the impact of the 43‑day government shutdown on U.S. GDP reporting, noting that growth is still projected to be robust despite the delay. It discusses emerging signs that higher‑income households are curbing discretionary spending and outlines what the Federal Reserve will focus on in the upcoming PCE inflation data. The hosts also highlight rising concerns in private credit markets and increasing corporate debt levels, adding a new layer of economic uncertainty.
By Reuters Morning Bid
Podcast•Feb 13, 2026•12 min
US Aluminum Market Digests Tariff-Induced Volatility at Platts Symposium
The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...
By Commodities Focus
Podcast•Feb 13, 2026•24 min
Global FX: How Much Is Too Much?
In this episode, J.P. Morgan Global Research analysts Arindam Sandilya, James Nelligan, and Patrick Locke examine the current foreign‑exchange (FX) outlook, focusing on how recent US equity stress and the relative underperformance of US stocks are influencing currency markets. They...
By At Any Rate
Podcast•Feb 13, 2026•7 min
European Rates: Scandinavian Rate Outlook – a Long Winter Hibernation
In this brief episode, J.P. Morgan analysts Francis Diamond and Frida Infante examine the current state and near‑term outlook for Swedish and Norwegian sovereign and corporate rate markets. They highlight that both countries are entering a prolonged period of low‑rate...
By At Any Rate
Podcast•Feb 13, 2026•30 min
Weekend Edition: From Dairy to Data: Can NZ Outgrow Australia’s Shadow?
In this episode, Phil and NAB’s Ray Attrill dissect the widening gap between New Zealand and Australia as AI‑driven investment costs strain US markets and commodity prices slide, while the Aussie dollar weakens below 71 cents. They explore how rising AI spending,...
By NAB Morning Call
Podcast•Feb 11, 2026•38 min
Credit Crunch: Investor Survey 1Q - Fed, Earnings, Tech Supply
In this episode, Mahesh Bhimalingam of Bloomberg Intelligence and Ashwin Palta of BNY Investments discuss the Bloomberg Intelligence 1Q26 Investor Survey, highlighting the continued resilience of credit and high‑yield markets despite recent tariff shocks and rate volatility. They examine why...
By FICC Focus
Podcast•Feb 4, 2026•9 min
Thursday: NZ Employment Rises
In this brief episode, ANZ Research analysts discuss the latest data showing a rise in New Zealand employment, highlighting the sectors driving the growth and the implications for wage pressure and inflation. They note that the job market is tightening, with...
By 5 in 5 with ANZ
Podcast•Feb 2, 2026•15 min
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 23, 2026•1h 4m
Greenland and The London Consensus
In this episode, hosts Mark Zandi, Cris deRitis, and Marisa DiNatale review recent economic data before diving into the U.S. proposal to purchase Greenland and Europe’s reaction, highlighting President Trump’s confrontational stance and framing the TACO (Trade and Climate Opportunity)...
By Moody’s Talks – Inside Economics
Podcast•Jan 22, 2026•0 min
Global Employment in 2026: A Fragile Stability
The ILO’s 2026 Employment and Social Trends report shows that global labour markets appear stable, with unemployment projected at 4.9%, but this masks deep challenges to decent work, including rising extreme poverty, high informality (57.7% of workers) and stagnant productivity....
By ILO: The Future of Work Podcast
Podcast•Jan 18, 2026•8 min
Monday: Silver Slides as Iran Tensions Ease
In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...
By 5 in 5 with ANZ
Podcast•Jan 16, 2026•1h 19m
Inside China
In this episode, the Inside Economics team first breaks down December's U.S. consumer price index, assessing the current inflation trajectory. They then turn to Logan Wright, partner and director of China market research at Rhodium Group, who explains the challenges...
By Moody’s Talks – Inside Economics
Podcast•Jan 16, 2026•21 min
Market View: Is the AI Trade Back On?
The episode examines whether the AI trade is resurging, focusing on the surge in semiconductor stocks and banks benefiting from AI‑related demand. It analyzes TSMC’s record earnings and what they reveal about the durability of AI‑driven chip supply chains, while...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 15, 2026•9 min
Friday: Oil Down 4.9% as Iran Tensions Ease
In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...
By 5 in 5 with ANZ
Podcast•Jan 14, 2026•9 min
Thursday: Intervention Talk Props up Yen
In this brief episode of "5 in 5 with ANZ," host Bernard Hickey highlights how recent central bank interventions have bolstered the Japanese yen amid broader market volatility. He notes that while banking stress persists in the US and Europe,...
By 5 in 5 with ANZ