Economy Watch

Epizodes

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  US inflation little-changed, taking pressure off the Fed 12.08.2026 5min

  US inflation high but unchanged. US budget deficit leaps. Canadian building permits strong. Japanese machine tool orders strong with sentiment.
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  Ignoring Hormuz & hoping for the best 11.08.2026 5min

  US data uninspiring. US 50% tariffs on Canada imminent. Singapore & Malaysia industry expands. Australian business sentiment stalls. RBA holds.
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  Hormuz shut tight 10.08.2026 4min

  Middle East mess gets worse. Japan sentiment improves. Indonesian sentiment eases. Big drops in mortgage applications hits Aussie bank shares.
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  Is inflation about to resume its rise? 09.08.2026 7min

  China inflation reveals weaknesses building. Eyes on new yuan loans. China & Taiwan exports strong. US labour market shrinks, consumer debt jumps.
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  Rates rise with oil prices 06.08.2026 4min

  Persian Gulf mess intensifies again. US eyes non-farm jobs data. EU retail stays positive. German factory orders recover. Aussie gold exports zoom.
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  US still doesn't have a Hormuz deal 05.08.2026 4min

  US data lackluster again with services PMI mixed. China services sector weak. Singapore rises but Japan eases. Indonesia expansion bounces back. Copper at new record.
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  Oil prices fall on expectation a Hormuz deal is close 04.08.2026 5min

  Bessent moves markets. US data lackluster. Canada trade rises. China sets tight fuel goal. Copper price at record. Aussie bird flu spreads.
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  Despite challenges, global economy still expanding solidly 03.08.2026 5min

  US factory PMIs expanding. China PMIs weak. Other Asian PMIs robust. copper price rising. Australian inflation stays high. Eyes on SpaceX and KPMG.
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  The rise and rise of long-term interest rates 02.08.2026 8min

  China PMIs negative. Korean data positive. Japan mixed. US data well off the boil with worrying bond market signals. Canada growth rises.
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  The air is going out of the global economy 30.07.2026 6min

  US growth fades. China commits to more stimulus. Japan intervenes to support the yen. EU growth firms. Air travel weak. Aussie home lending weak.
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  Hot war spread to reignite inflation risks 29.07.2026 6min

  US runs on empty with high inflation, but the Fed holds despite dissenters. Singapore PPI stays very high. Korea stocks take a beating. Aussie inflation eases.
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  Learning to live with less oil 28.07.2026 5min

  China imports sharply less oil. US data ho-hum. Japan gets deadly quake. Malaysia PPI jumps. Singapore birthrate dives. Eyes on Australian CPI.
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  US backs away in Hormuz after achieving nothing 27.07.2026 6min

  US data reveals limp gains and higher rates. Canada data dour. Singapore surprises. China awaits stimulus decisions. Indonesia takes a risky turn.
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  Transactional Trump trapped by his own missteps 26.07.2026 8min

  Eyes on the Fed and the BoJ. Watching for new China stimulus. Japan up, India down. US PMIs shows inflation rising. Australia factory orders rise.
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  Oil price surge sees financial markets stagger 23.07.2026 6min

  Middle East escalation hits financial markets. Canadian retail sales rise. China FDI rises. India protests spread. EU fines Google. Australian labour market strong.
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  The oil crisis isn't over yet 22.07.2026 6min

  US data reveals warning signs. Japanese exports jump. China defends stock markets. Indonesia holds rate unexpectedly. Australian leading index stalls.
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  New US tariffs awaited - with yawns 21.07.2026 5min

  US hiring slowing. US timber prices rising. US earnings strong. China boosts Six Networks spending. Copper prices rise sharply. Hunger levels fade again.
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  Hamilton Confidential, the Worldclear podcast, Episode 4 20.07.2026 38min

  From Hamilton to Singapore, Belarus and beyond. Episode 4 of Hamilton Confidential, the Worldclear podcast
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  Hamilton Confidential, the Worldclear podcast, Episode 3 20.07.2026 42min

  From Hamilton to Singapore, Belarus and beyond. Episode 3 of Hamilton Confidential, the Worldclear podcast
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  Hamilton Confidential, the Worldclear podcast, Episode 2 20.07.2026 52min

  From Hamilton to Singapore, Belarus and beyond. Episode 2 of Hamilton Confidential, the Worldclear podcast