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MM #155 – Is black gold in the black?

Oil is sometimes called “the black gold”, but it’s recent price range is far from being that precious. What’s next? We begin with black gold and move to gold prices, which are lifting their heads of late. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Oily days: The price of the […]

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Dices cubes with the words SELL BUY, uptrend stacks of golden

MM #154 – As good as it gets? – US economy edition

We’re back from our vacation and we tackle the US economy given the recent data. Is it good enough? We tackle recent events before previewing the next ones. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US economic indicatos: The recent data coming out of the US has been better, but expectations were quite low. […]

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MM #153 – Draghi Dud and the Petrol Pendulum

The euro is at record levels and Draghi couldn’t stop it. We then move to the changes in oil markets and the current pendulum swing. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Draghi’s failed dovishness: The ECB could not convince markets that they are dovish. Isn’t printing 60 billion euros per […]

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dollar boat in the bad weather

MM #152 – Yellen is not loving it, markets do

The dollar and bond yields were on the back foot while stocks advance on a mix of Yellen’s testimony on inflation, inflation itself and politics. We break down the events and look towards a hot summer. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Yellen’s testimony: In the Fed Chair’s testimony, the tone […]

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MM #151 – Where are the wage hikes?

The latest US jobs report is out and the picture is becoming clearer: more job gains, no pay rise. We tackle all the aspects of the labor market, looking for the elusive inflation, the Fed reaction and what’s next for the dollar. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Wages are really […]

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dollar boat in the bad weather

MM #150 – Markets are finally moving – will it last?

Markets are finally on the move and it is not limited to one asset class. We tackle central bank hawkishness, stocks, bonds and all the major regions before previewing the strong start to July. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Central bank hawkishness: The Sintra gathering resulted in a gradual shift towards tapering […]

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MM #149 – Crude is cornered, but where is CAD?

Oil prices are falling and OPEC is worried. What’s the story? We reveal some interesting details. And with the fall of oil, why is the Canadian dollar so strong? We discuss crude and CAD before previewing the last week of June. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Crude crumble: […]

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Building icon with inscription "Fed". Financial data on computer screen. Multiple exposure

MM #148 – Fed faking it until they make it? + a Brexit brawl

The Fed not only raised rated but put on very rosy glasses. We poke holes into the “off one” factors before moving on to discuss the mess in the UK and the torn pound. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Over-confident Fed: The Fed only gave a short […]

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Crisis in USA - Shares Fall Graph on United States of America Flag

MM #147 – US labor market and UK’s Labour comeback

We start with the US labor market which is slowing down and may not be enough for a rate hike. We then cross the Atlantic to the UK’s June 8th elections, where the Labour Party made a surprising comeback. We finish off with a preview for a busy week that also includes the ECB. You […]

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headquarter of the Federal Reserve in Washington, DC, USA,FED

MM #146 – Poking holes in the FOMC and OPEC

What is the Fed trying to tell us? Markets are anticipating the Fed decision in June and might be caught wrong-footed. OPEC made its decision and we had a “sell the fact” reaction. But there’s much more inside. We top it off with previewing the next week. You are welcome to listen, subscribe, provide feedback and pledge […]

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