
Start your morning with the numbers that matter. Presented by Ben van Rooy, the Breakfast Briefing delivers a concise daily wrap of Australia's economic conditions, global market movements, and what it means for interest rates and your finances. In under two minutes: overnight markets, inflation, employment, the Australian dollar, bond yields, oil, and gold. Every story connects back to what's hap... more
| Publishes | Daily | Episodes | 21 | Founded | 11 days ago |
|---|---|---|---|---|---|
| Categories | InvestingBusiness | ||||

US consumer inflation accelerated to 4.2% in May, up from 3.8% in April and its highest since April 2023, driven largely by rising fuel costs. With Washington now promising further military strikes on Iran and an expected deal off the table, oil mark... more
Australia's housing market is now drawing the attention of Wall Street. Bank of America has become the latest global institution to forecast a downturn, tipping Sydney and Melbourne prices to fall as much as 8% in 2026.
Its economists cite higher mo... more
American one-year inflation expectations eased to 3.2% in May, retreating from April's two and a half year high of 3.5%, and sitting comfortably below the 3.8% actual inflation print. Encouraging on the surface, though the same New York Fed survey sh... more
US non-farm payrolls delivered a 172,000 jobs gain in May, more than double the 82,000 expected, but the composition tells a more nuanced story. Hospitality added 70,000, local government 55,000, and healthcare 35,000, while manufacturing, IT and con... more
Markets are pricing in optimism that doesn't yet match the facts on the ground. The Strait of Hormuz remains closed today despite hopes of a US–Iran accommodation, with Hezbollah rejecting the framework and Israeli strikes continuing in Lebanon.
The... more
Energy markets are once again front and centre. With the Strait of Hormuz closed and clashes in the Persian Gulf intensifying, WTI crude has climbed to just over USD 96/bbl and Brent to USD 98/bbl. American crude stockpiles have now fallen for a sixt... more
A quiet changing of the guard is underway in global finance. Fresh ECB analysis confirms gold has overtaken US Treasuries as the largest single asset held in foreign reserves, a structural shift with long-term implications for global capital flows.
more
American consumers are the most pessimistic on record. The University of Michigan's Consumer Sentiment Index fell to a historic low in May, its third consecutive monthly decline, with petrol prices and persistent cost-of-living pressures doing the da... more










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