Monday 2nd December 2025

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Japan’s bond yields pushed much higher, to levels not seen since the GFC after Gov Ueda signalled that a rate hike for December really was on the cards. After many months with inflation above their target range Phil asks NAB’s Rodrigo Catril what’s changed? And how much global contagion have we seen from Japan’s bond sell off.

Cryptocurrencies took a particularly big hit overnight, and US equities ended their rally, with a weaker than expected ISM manufacturing read. Today GDP partials for Australia and NZ’s terms of trade are amongst the highlights.

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Monday 1st December 2025

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For all the volatility that we saw in November we actually finished the month with the Australian dollar and US equities back where they started from. There have been movements in precious metals however, with gold bouncing back and silver hitting an all-time high on Friday. NAB's Ray Attrill actual joins Phil to talk through the latest market moves and the latest data including German inflation, Canada's GDP, Tokyo CPI and China's PMIs. They also look ahead to Australia's inflation numbers this week.

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Friday 28th November 2025

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Australia is the third biggest exporter of cotton and has a reputation for quality. But Adam Key, CEO of Cotton Australia, says the differential might be changing as other producers lift their game. We do have the advantage, though, that we produce some of the highest yields in the world, but that is being challenged. Liz Stott is Chair of Cotton Australia and is a farmer from Leeton in the Riverina. She says there are years when there just isn’t enough water and production has to be cut back. It’s also has higher input costs than many other agricultural products which makes it harder to make a profit. But for the communities where cotton is grown the success of these farms is vital for local employment and supporting industries.

This week Phil talks to Liz and Adam about the challenges for Australia’s cotton industry, and how Trump’s America is adding to the problem. But the answer rests with Australia’s sustainability credentials.

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