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This is your daily morning briefing. With commentary and analysis from Westpac's Institutional Research team, Finance AM brings you insights on today's business news, the markets, FX and more. In one short bulletin, you'll get the heads up on what will drive markets in the day ahead. Any information provided in this podcast series is general in nature and has been prepared without taking into account any personal circumstances.

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Westpac Strategy Thoughts Post NSWTC & QTC FY27 Budget Updates-20260624_000039UTC-Meeting Recording

2026/06/24

Westpac Strategy Thoughts Post NSWTC & QTC FY27 Budget Updates-20260624_000039UTC-Meeting Recording by Westpac Bank

061224

2024/12/05

The US dollar fell slightly, while bond yields were little changed amid little major news for markets to digest. Markets await tonight’s important US payrolls data release.

051224

2024/12/04

The US dollar and bond yields fell in response to softer data on the US services sector, partially retracing later following Fed Chair Powell’s comments advocating caution regarding the easing cycle.

041224

2024/12/03

The US dollar fell slightly, as did short maturity bond yields. Fedspeak was slightly dovish. South Korea’s declaration of martial law caused a brief bid for safe-haven assets.

031224

2024/12/02

The US dollar rose in the wake of the weekend’s Trump comments on the US dollar’s leading global role. Bond yields were mixed, amid solid US economic data.

021224

2024/12/01

The US dollar and bond yields fell, while equities rose. There was little economic data of note, and market concerns about Trump tariffs have abated.

281124

2024/11/27

The US dollar and bond yields fell, the S&P500 down 0.5%, amid a batch of US economic data which was mostly as expected. Month-end rebalancing and hawkish ECB-speak contributed to the moves.

271124

2024/11/26

The US dollar roundtripped for little net change, while bond yields rose modestly. US economic data was second-tier and mixed, while the FOMC minutes contained no major surprises.

261124

2024/11/25

Bond yields and the US dollar fell, and US equities rose, in response to the nomination of the US Treasury Secretary yesterday.

251124

2024/11/24

The US dollar rose to a two-year high, amid expectations the US economy will continue to outperform during the new Trump administration. Equities rose moderately, while bond yields were mixed but little changed.

201124

2024/11/19

Markets were initially affected by geopolitical jitters involving Ukraine, boosting safe haven instruments, but the moves faded to leave bond yields only slightly lower and the US dollar unchanged. The dollar bloc – CAD, AUD, and NZD, outperformed. Canada’s CPI inflation was stronger than expected.

191124

2024/11/18

US equities rose, the S&P500 up 0.5%, amid little major data. The defensive US dollar fell, while bond yields ranged for little net change.

181124

2024/11/17

The S&P500 fell 1.3% as Trump election euphoria faded, bond yields were volatile but closed slightly lower, and the US dollar closed little changed. US economic data was slightly firmer than expected.

151124

2024/11/14

Bond yields fell, despite firmer producer price inflation and jobless data, while the US dollar was little changed.

111124

2024/11/10

The week ended with slightly further reaction to the US election, the S&P500 rising 0.4% to a fresh record high and short maturity bond yields and the US dollar rising.