Bernard Hickey
@bernardchickey
I write and speak independently about economics, business, investing and politics. Get my subscription news email here https://t.co/qhfT0iMgWQ
ID:17128658
https://thekaka.substack.com/ 03-11-2008 10:32:11
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In today's #5in5withANZ : Daniel Hynes on easing Middle East tensions #Oil #GOLD ; Raymond Yeung on the CSRC's boost for Hong Kong stocks; Khoon Goh on Singapore CPI; & Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on why more supply may not be enough to help Australian housing affordability. open.spotify.com/episode/4HaESy…
In today's #5in5withANZ free global markets podcast, Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 quotes James Carville on the power of bond markets, plus previews Australia CPI and US GDP/PCE. Also Felix Ryan on Friday's BoJ decision & Soni Kumari on her note with Daniel Hynes on silver. youtube.com/watch?v=DZx5Eg…
BREAKING: Israeli officials notified the US earlier today they planned to retaliate in the next 24-48 hours, sources told Peter Martin and me.
In today's #5in5withANZ podcast: Strong US factory figures boost Treasury yields and USD vs AUD & NZD; Australian jobs data 'not too hot, not too cold'; A closer look at India's capex boom. Out daily at 0600 SYD/MEL time. FYI ANZ_Research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=v7b8ae…
Climate inflation is a problem for central banks. They react as if it’s temporary by hiking, but that delays the investment needed to stop warming. Should the RBNZ look through climate inflation? Adrian Orr says no. But I think it’s a debate worth having. open.substack.com/pub/thekaka/p/…
In today's #5in5withANZ : Inflation concerns in UK and NZ; #Oil down 3%; European Central Bank seen on track for June cut; Four reasons why the #USDollar is so strong. FYI @anz_research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=fz2QQl…
#5in5withANZ today: Powell signals high rates for longer; Rampant #US $ thumps Asia currencies, triggering intervention; China GDP beats forecasts; NZ house prices fall. FYI ANZ_Research Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 youtube.com/watch?v=3lbVvE…
In today's #5in5withANZ podcast out at 6am daily Syd/Melb time: US yields up on strong US retail sales; Oil down on Mideast relief; Metals ban having an impact, via Daniel Hynes & ANZ_Research's Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on Japan's quiet achievements post 'shrinkanomics'. youtube.com/watch?v=zFCUWP…
In today's #5in5withANZ : @anz_research's Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 on the outlook after the weekend's events in the Mideast + Australia jobs on Thursday; Outlooks on A$, yen and US$ + a look-ahead to China GDP youtube.com/watch?v=Qr_SDa…
In today's #5in5withANZ : ECB on track for June cut; China CPI soft; Yen intervention at 155? India CPI & Singapore GDP previews, featuring Taylor Swift. Plus Daniel Hynes on what OPEC might do if oil supplies are hit. FYI Richard Yetsenga 叶森 🇦🇺 🇭🇰 🇹🇭 🇳🇱 Out daily at 6am AEST youtube.com/watch?v=MMFr9b…