Markets Discombobulated By Rate Cuts And Mixed Rear View Mirror Data, But Still Bets On AI Growth!

Digital Finance Analytics (DFA) Blog

Jun 08 2024 | 00:28:03

00:00 / 00:28:03

Show Notes

In this week’s market review, as usual we will start in the US, cross to Europe, then Asia, and end in Australia, and in passing we cover commodities and crypto. I have been highlighting how the data driven approach by Central Banks is a problem, because as new data lands, markets try to respond, making swings in sentiment a core feature of every day. On Wednesday we got a rate cut from the Bank of Canada, who became the first major central bank among the Group of Seven countries to cut interest rates by a quarter of a percentage point […]

Other Episodes

Episode

November 08, 2025 • 00:23:11

Rising Global Volatility Drives Markets Lower On Tech Valuation Concerns

This is our weekly market update, where we start in the US, cross to Europe and Asia and end in Australia covering commodities and...

Episode

April 24, 2024 • 00:19:08

More Inflation Shenanigans: Will The Next Rate Move Be Up, Not Down?

Rate cuts anytime this year in Australia, are now hanging by a thread, given the latest inflation data came in hotter than expected, despite...

Episode

October 10, 2019 • 00:15:36

The August Lending Flow Mixed Bag [Podcast]

We review the latest from the ABS. 5601.0 – Lending to households and businesses, Australia, Aug 2019 Share this:EmailPrintTwitterFacebookLinkedInReddit