Episodes

  • RBA expected to lift rates as Australian dollar nears four year high

    RBA expected to lift rates as Australian dollar nears four year high
    May 4 2026
    Australian shares dropped 0.4 per cent ahead of an expected Reserve Bank rate rise, with losses across most sectors led by consumer staples and energy, while petrol prices continued to ease nationwide. Corporate headlines included a recall by A2 Milk in the United States, an ASIC investigation into Accent Group, and NAB’s weaker half-year profit driven by accounting changes despite solid lending growth and a steady dividend. The outlook for borrowers and interest rates is in focus as the Australian dollar lifts above 72 US cents. George Boubouras from K2 Asset Management Ltd joins the podcast to break down the market moves and what to watch next.
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    11 mins
  • ASX snaps losing streak as bank CEO says Australia will avoid recession despite property risks emerging

    ASX snaps losing streak as bank CEO says Australia will avoid recession despite property risks emerging
    May 1 2026
    The ASX has broken an eight-day losing streak, lifted by mining stocks and easing oil prices, while global tech earnings continue to shape investor sentiment. In this episode of SBS On the Money, Morningstar’s Lochlan Halloway unpacks the day’s market action, as ANZ posts a higher profit and signals confidence Australia will avoid recession. Meanwhile, Coles flags further price pressures across supermarket shelves, and Cotality’s Tim Lawless warns Australia’s housing market may be entering a downturn as interest rates bite and growth slows.
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    20 mins
  • Oil breaches US$120, Big Tech’s AI returns

    Oil breaches US$120, Big Tech’s AI returns
    Apr 30 2026
    The S&P/ASX 200 has extended its losing streak to an eighth straight session, as oil surged past US$120 a barrel following comments from US President Donald Trump that he would extend the naval blockade of the Strait of Hormuz. The effect of rising oil prices is being reflected in company reports with Woolworths Group downgrading its full-year profit outlook, despite reporting a lift in third quarter food sales. For more, Stephanie Youssef spoke with TMS Private Wealth Portfolio Manager Ben Clark.
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    8 mins
  • Inflation surges as rate bets rise and markets continue to slide

    Inflation surges as rate bets rise and markets continue to slide
    Apr 29 2026
    A sharp lift in inflation and a seventh straight fall on the ASX set the tone for this episode of the SBS On the Money podcast, unpacking how global conflict is feeding into Australia’s economy. Official data shows annual inflation expanding to 4.6 per cent in March, driven by a surge in fuel and electricity costs. Harry Murphy Cruise from Oxford Economics breaks down what this means for interest rates and how much further prices could rise, while Damien Boey from Wilson Asset Management explains the market reaction, sector moves and what investors are watching next as US tech earnings come into focus.
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    19 mins
  • Diverging markets: why US and Australian shares are going in opposite directions

    Diverging markets: why US and Australian shares are going in opposite directions
    Apr 28 2026
    Australian shares extended their losing streak, with the ASX200 down 0.6% to a three-week low and ten of eleven sectors finishing in the red, even as US markets hit fresh records. Utilities led the decline, with Origin Energy tumbling, while a lift in oil prices and a rebound in lithium miners offered some support. For a closer look at the day’s moves and what’s driving the divergence with Wall Street, Ricardo Gonçalves speaks with MPC Markets CEO Mark Gardner.
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    11 mins
  • ASX hits three week low, as tax time scrutiny ramps up

    ASX hits three week low, as tax time scrutiny ramps up
    Apr 27 2026
    The ASX slips to a three week low ahead of a pivotal week for global markets, with Raymond Chan from Morgans breaking down what to watch as central banks meet, US tech giants report earnings and fresh inflation data lands. At the same time, the countdown to tax time begins, with Assistant Commissioner Anita Challen outlining the ATO’s focus on work related deductions, side hustles and misleading advice circulating online.
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    19 mins
  • Markets slip as tech earnings loom and trust in finfluencers questioned

    Markets slip as tech earnings loom and trust in finfluencers questioned
    Apr 24 2026
    The ASX200 edged lower by 0.1 per cent, capping a weekly fall of 1.8 per cent, as global markets pulled back from record highs and investors turned their attention to upcoming tech earnings, with Tony Sycamore from IG Markets unpacking what’s ahead. Meanwhile, new data from ASIC reveals a growing number of young Australians are turning to AI platforms, social media and so-called finfluencers for financial information, raising concerns about credibility and oversight. ASIC Commissioner Alan Kirkland explains the regulator’s response.
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    10 mins
  • Employers seeking more workers with AI skills, ASX pulls further away from record

    Employers seeking more workers with AI skills, ASX pulls further away from record
    Apr 23 2026
    The ASX slipped 0.6 per cent amid rising geopolitical tensions in the Gulf, with losses led by materials and the big banks, while energy stocks climbed on a surge in oil prices. Against that backdrop, a sharp shift in the jobs market is emerging, with SEEK reporting a 75 per cent rise in advertised roles mentioning AI skills.
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    16 mins