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MM #178 – Is inflation rearing its ugly head? Oil is on fire

We start by examining the recent signs of rising inflation in the US, continue with one factor that is on the rise, petrol prices, and finish with a preview for the upcoming week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Inflation is up: At least in March, core inflation is […]

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Money chase helicopter cash

MM #177 – Volatility venting and Brexit can-kicking

We start by giving an update on some progress in Brexit before moving to the high volatility markets are experiencing and wrapping up with a preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Brexit transition deal: The smiles and cheers for a Brexit transition deal still leave a lot of […]

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MM #176 – Fed Day and Underwhelming Oil

All eyes are on the Fed and we start from Powell’s first decision and continue to talk about falling oil prices before previewing the other events of the week.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Powell in Play: A rate hike is all but certain but will they upgrade the dot-plot from […]

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MM #175 – The Powell Power Play

Fed Chair Jerome Powell is the star of our show after his first testimony and ahead of his first rate decision.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Jerome Jitters: The new Fed Chair began slowly by signaling continuity but eventually released a hint of another hike in 2018: four in […]

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MM #174 – Crumbling correlations and vulnerable volatility

The action continues in markets with significant moves in all assets. However, this volatility does not always result in the expected reactions. We cover the markets and look forward. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Correlations are not what they used to be: When bonds go up, stocks should […]

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dollar boat in the bad weather

MM #173 – Volatility is back with a vengeance and the perky pound

Markets are rocking and rolling with high volatility coming back. We analyze what’s going on before moving to the pound and previewing a busy week.   You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Markets are moving: Stocks are falling and even when they rise, the movements are much sharper than they […]

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MM #172 – When everything sells off, where is the money going to?

The US jobs report was quite good with a significant rise in wages, m/m, and y/y. Is this the beginning of something good or perhaps yet another one-off? We discuss this and continue to the wider markets, with volatility being on the rise in many financial markets.  You are welcome to listen, subscribe, provide feedback […]

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MM #171 – Dollar downfall and America’s economy

The dollar has been falling for quite sharply and we explain why. It’s not the US economy: we digest the latest US GDP report which gives something for everybody before concluding with a preview as February begins.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Dollar demise: Mnuchin’s endorsement of a […]

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MM #170 – Oil on a roll and some bitcoin bashing

Oil prices are on the move, reaching new highs. We begin with diving into what happened and what’s next before tackling the cryptocurrency craze, which makes rollercoasters look moderate.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Black gold shines:  The prices of oil jumped to levels last seen in late […]

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MM #169 – Wages not winning, tax cuts to cut it?

It’s 2018 and we are back to business. We begin with digesting the fresh jobs report and move to the implications of the massive US tax cuts on the economy and markets.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Non-Farm Payrolls: Once again, wages are not going anywhere, and we […]

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