Show Notes
Monday 26th October 2026
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Phil talks to NAB’s Ken Crompton at the start of what is set to be one of the most critical weeks of the year for global financial markets. Investors face a relentless barrage of catalysts: five major central bank meetings (including the RBNZ, Bank of Canada, FOMC, ECB, and the Bank of Japan), high-stakes quarterly earnings from Big Tech giants like Alphabet, Microsoft, and Amazon, the Israeli national election, and the looming shadow of next week’s US midterms. Oil prices broke through the USD$117/bbl mark on Friday as geopolitical tensions flared across the Middle East, while flash PMIs revealed unexpected resilience in the UK and steady momentum in the US alongside mounting cost pressures. Domestically, the Australian dollar pushed above 70 US cents ahead of this week’s critical Q3 Australian CPI release, which follows hawkish rhetoric from RBA Assistant Governor Sarah Hunter on 60 minutes last night, leaving market expectations split on a potential Melbourne Cup Day rate hike. Hosted on Acast. See acast.com/privacy for more information.