Interest.com.au Breakfast Briefing

Interest.com.au
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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 happening here at home. New episodes every weekday. Full reports and Australia's best home loan and term deposit rates at interest.com.au.

  1. 5d ago

    Breakfast Briefing | 3 July 2026 | US Jobs Miss, Rare Aussie Trade Deficit

    America's labour market cooled sharply in June, and closer to home Australia posted its first trade deficit since 2018. Here's what overnight markets mean for Australian investors and borrowers. In today's Briefing: US payrolls added just 57,000 jobs in June, half the 110,000 expectedFederal Reserve officials now split on the rate path aheadUS factory orders fell 1.3% in MayChina's car industry faces a profit squeeze, pressuring steel demandAustralia's trade balance swung to a 1.7 billion Australian dollar deficitGold at USD 4,106/oz, bitcoin at USD 61,635Read today's full Briefing with all source links: https://www.interest.com.au/economy/747/us-jobs-report-weak-us-factory-orders-also-weak-worse-after-adjusting-ppi-china #BreakfastBriefing #AustralianEconomy #InterestRates #RBA #USJobs #FederalReserve #TradeDeficit #Bitcoin #GoldPrice #interestcomau

    2 min

  2. 6d ago

    Breakfast Briefing | 2 July 2026 | US Yields Climb Ahead of Payrolls

    Markets are sceptical of the rosy outlook from America's new central bank chief. US Treasury yields rose after the Fed signalled price risks had eased, a clear sign of where investors think rates and inflation are really headed. Today's key moves: ● US 10 year Treasury yield up to 4.48% after the Federal Reserve's dovish comments● ADP jobs survey soft at +98,000, ahead of Friday's non-farm payrolls print● The US will not renew the USMCA trade agreement with Canada and Mexico● China factory activity caps its strongest quarter since 2020● Australian building approvals up 5.3% year on year, though home values fell 0.4% in June, a third straight monthly decline● AUD 69 USc, Gold USD 4,070/oz, Bitcoin USD 60,115 (+3.1%) With Friday's US payrolls report in focus, the labour market data will set the tone for the rate outlook into the second half of the year. Full report with source links: https://www.interest.com.au/economy/746/eyes-us-non-farm-payrolls-us-crude-stocks-fall-again-reserves-43-year-low-usmca-not #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #FederalReserve #NonFarmPayrolls #BondYields #HousingMarket #Bitcoin

    2 min

  3. Jun 30

    Breakfast Briefing | 1 July 2026 | Oil Eases, Yen Sinks to 39-Year Low

    A busy morning offshore, with oil and the yen leading. ● Oil continues to ease despite an unresolved Persian Gulf standoff, with the US benchmark at just on USD 69.50/bbl and Brent near USD 73/bbl. A growing Chinese EV share of global car sales is one reason markets see softer crude demand ahead.● The Japanese yen has slipped past 162 to the US dollar, its weakest in 39 years, with a two-month intervention effort failing to stem the slide.● US consumer sentiment disappointed in June. Almost a quarter of respondents now describe jobs as hard to get, the highest reading since early 2021.● German inflation eased to 2.3% in June, helped by lower energy prices. Markets: AUD/USD at 69.2 USc, the Australian 10-year bond yield at 4.72%, the US 10-year Treasury at 4.43%, gold around USD 4,026/oz, and bitcoin at USD 58,325. Full report and all the latest rates at interest.com.au. https://www.interest.com.au/economy/742/us-data-mixed-canada-grows-china-marks-time-german-inflation-eases-eyes-yen-rocket-lab #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #OilMarkets #JapaneseYen #GlobalEconomy #FixedIncome #Commodities

    2 min

  4. Jun 29

    Breakfast Briefing | 30 June 2026 | South Korea's $520 Billion Chip Bet

    Your two-minute wrap of the overnight economic news that matters to Australia. In today's briefing: South Korea commits USD 520 billion with Samsung and SK Hynix to expand AI chipmakingThe US claims a new Middle East truce, though Iran has not confirmed itFederal Reserve Bank of Dallas survey points to inflation becoming embeddedChina's beef demand set to underpin prices for Australian producersJapan retail sales jump +5.3% year on yearMarkets: AUD/USD: 68.9 UScAustralian 10yr bond: 4.74%US 10yr Treasury: 4.37%Gold: USD 4,022/ozOil (WTI): USD 71/bbl | Brent: USD 73/bblBitcoin: USD 60,319Read the full Briefing with all source links at interest.com.au. https://www.interest.com.au/economy/741/japanese-retail-rises-south-korea-all-ai-chipmaking-singapore-malaysia-struggle #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #ASX #Markets #Bitcoin #Gold #AIChips

    2 min

  5. Jun 28

    Breakfast Briefing | 29 June 2026 | Housing Cools as Gulf Tensions Build

    Your daily wrap of the overnight news that matters for the Australian economy. In today's briefing: Australian housing keeps cooling: the softest auction sales period in more than 5 years, with many properties failing to sellFresh clashes near the Strait of Hormuz strain the fragile US and Iran ceasefire, yet oil holds near USD 69/bbl (WTI) and USD 72/bbl (Brent)China industrial profits jump 21% in May from a year earlier, to ¥3.1 trillion, on the AI investment boomECB survey shows year-ahead inflation expectations easing to 3.5%, a 3-month lowMarkets: AUD 69.0 USc, AU 10yr 4.73%, US 10yr 4.37%, gold USD 4,089/oz, Bitcoin USD 59,497Read the full Briefing with all source links: https://www.interest.com.au/economy/740/tensions-turn-persian-gulf-china-industry-profits-rise-eu-inflation-expectations-ease #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #Housing #Oil #China #ECB #Markets

    2 min

  6. Jun 25

    Breakfast Briefing | 26 June 2026 | US Inflation Rises as Activity Cools

    US inflation is back in focus. In today's briefing we cover the data shaping the rate outlook and the Hormuz risk still hanging over oil. In this episode: US headline PCE inflation rose to 4.1% in May, up from 3.8%Core PCE, the Fed's preferred gauge, lifted to 3.4%Firms are raising prices to recover AI spending, with MacBooks and iPads up 20%US durable goods orders fell sharply, capital goods orders down 21.5% year on yearThe Strait of Hormuz stays fragile after a ship was hit by live-fire, lifting oilAUD/USD at 69.2 UScAustralian 10-year bond yield at 4.73%, US 10-year Treasury at 4.39%Gold at USD 4,032/oz, WTI at USD 71.50/bbl, Brent at USD 75/bblBitcoin at USD 59,377Read the full report with all source links: https://www.interest.com.au/economy/734/us-inflation-rises-activity-weakens-firms-start-recover-ai-costs-although-there-are #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #PCE #USInflation #Hormuz #OilPrices #Markets

    3 min

  7. Jun 24

    Breakfast Briefing | 25 June 2026 | Hormuz Reopening Sends Oil and Gold Lower

    A broad risk-off session, driven by an international agreement to reopen the Strait of Hormuz, which is expected to send hundreds of tankers and cargoes back into a market where demand is already softening. Australian May CPI eased to 4.0%, a four-month low and below the 4.4% expected. The trimmed mean, however, rose to 3.6%, signalling underlying inflation is still firming.The Hormuz reopening points to lower oil prices ahead, which would help ease imported inflation pressures for Australia.US data came in soft: new home sales fell to 2022 levels, and crude oil stocks have now declined for nine consecutive weeks.The Bank of Japan signalled further rate hikes toward a neutral rate near 2%, with policy currently at 1%.The Australian dollar fell to a seven-month low at 68.9 USc as the rate gap narrows.Markets: AU 10yr 4.72%, US 10yr 4.40%, gold USD 3,978/oz (-USD 152), US crude USD 70.50/bbl, Brent USD 74/bbl, bitcoin USD 59,403 (-4.9%). The ASX 200 closed +0.2%.Full report with source links: https://www.interest.com.au/economy/733/opening-hormuz-expected-create-new-distortions-us-data-soft-taiwan-data-strong-china #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #Oil #Gold #Inflation #Commodities #GlobalMarkets

    2 min

  8. Jun 23

    Breakfast Briefing | 24 June 2026 | Aussie Dollar Hits Seven Month Low

    Commodity currencies are taking the strain. The Australian dollar has fallen to a seven month low of 69.2 USc as markets shift toward pricing a US rate hike, firming the US dollar across the board. Key developments today: ● Markets now betting the next move from the US Federal Reserve will be a hike, after a firmer 2 year Treasury auction and a warning from the Chicago Fed president that inflation is "going the wrong way"● US flash factory activity posted its strongest growth in 4 years, but with elevated input prices and the fastest fall in factory jobs since the pandemic● Asian data was strong, with Japan's factories expanding faster and Taiwan's May export orders up +47% on a year ago● Domestically, business activity is nearing stabilisation as services improve, but new orders keep falling, including export orders● The gross value of agricultural production is forecast to fall -5% to AUD 98 bln in 2026-27, with average broadacre farm profit tipped to drop -70% on lower revenue and higher input costs Markets: AUD 69.2 USc, AU 10yr bond 4.78%, US 10yr Treasury 4.46%, gold USD 4,130/oz, US oil USD 73/bbl, Brent USD 77/bbl, Bitcoin USD 63,388. Wall Street fell, with the S&P 500 down -1.4% and the Nasdaq down -2.2%. The ASX 200 closed Tuesday down -0.3%. Full report with all source links: https://www.interest.com.au/economy/729/us-data-mixed-markets-fear-rate-hikes-coming-asian-data-very-good-australia-sees-rural #BreakfastBriefing #RBA #InterestRates #AustralianEconomy #interestcomau #FederalReserve #AUD #Commodities #BondYields #Markets

    2 min
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About

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 happening here at home. New episodes every weekday. Full reports and Australia's best home loan and term deposit rates at interest.com.au.

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