Jordan Cunningham
speaker
132 appearances
2 recordings
1 series
first heard Jun 2026
last heard 8 Jul
Jordan Cunningham’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
back at pre-conflict levels, with the Strait of Hormuz shipping reportedly recovering faster than expected.
We've seen a solid week here in Australia.
That soft US jobs data weighed on the US dollar and drove gold back above USD 4,200 an ounce,
so gold helped lead the charge.
Northern Star was up 11.8% on Friday alone, and the materials sector up 2% across the week.
The Aussie dollar ended last week up strongly against the US, hitting a 10-day high.
Healthcare notably outperformed the index, up 5.64%, and that's been up for seven weeks in a row.
We also got a bit of insight into the RBA's latest meeting with the release of their June minutes.
The board flagged oil-driven inflation risks, but many analysts still think the cash rate has peaked.
Markets are currently pricing in around a 22% chance of an August hike.
That call likely hinges on the Q2 CPI reading later this month.
Looking ahead, the big one in New Zealand is the RBNZ's OCR announcement midweek.
A hike looked likely a few weeks ago, but economists have been shifting those calls as oil and fuel prices fall.
Market implied odds of a hike have dropped from over 90% to about 66%, so it's certainly something that will be watched with a lot of interest.
In the US, Federal Open Market Committee minutes land midweek, and the Q2 earnings season kicks off, with analyst expectations of a second straight quarter of 20% plus earnings growth.
A lot to keep your eye on.
We'll be back next week with more of the key updates you need to know.
Yeah.
On the surface, it looks like it's been a rough week in the U.S.
markets.
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