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MM #135 – Fed refocus as monetary matters once again

Markets moved once again on Yellen’s testimony and the data. Is the Fed taking the reins once again after a month of Trump in office?  We discuss where the President has more impact and where the Fed makes or breaks markets. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Trump tweets […]

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PARIS - MAY 14: Eiffel Tower Light Performance Show at night on May 14, 2014. The Eiffel tower is the most visited monument of France.

MM #134 – Oil upside and euro underperformance

It’s crunch-time for oil after the OPEC accord and we crunch the data to see some upside. We then move to something more depressing: European elections which are already depressing the euro.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Awesome oil: The price of the black gold has reasons […]

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MM #133 – Worrying wages and shining gold

We move away from politics to discuss the various aspects of the US jobs report and what it means for markets and then tackle gold prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. State of US jobs: The Non-Farm Payrolls report sent mixed signals with different directions for job gains […]

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3D rendering of the flags of USA and Mexico on woven fabric texture. Detailed textile pattern and grunge theme.

MM #132 – Trumping Trade and the Donald Dollar

Donald Trump’s first week in office has been a storm, to say the least. We discuss his actions regarding trade, fiscal stimulus and of course, all the market implications. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Trade wars: The topic of the wall on the Mexican border is high on […]

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Analysing financial data with a magnifying glass

MM #131 – Monetary Matters – FED, ECB and BOE movements

Politics stood out in 2016 and will have a role in 2017 as well. Nevertheless, politicians have central banks between them and markets. We focus on three central banks: the Federal Reserve, the ECB and the BOE. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Fed – hike speculation: Fiscal […]

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MM #130- Trump Train or Donald Derailed?

Donald Trump is entering the White House. It happens this week and the impact on markets is already very significant. We discuss the potential moves on currencies, bonds, stocks and all the other moving parts before previewing other events in a busy week. You are welcome to listen, subscribe, provide feedback and pledge support on […]

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MM #129 – Is the FED Data or Donald Dependent?

Our first episode of 2017 focuses on the US: we begin from the data, with the NFP, and continue with the FED. This time, the meeting minutes were very revealing, to say the least. As usual, we preview the upcoming events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Getting […]

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Analysing financial data with a magnifying glass

MM #128 – What will move markets in 2017

What will 2017 look like? We discuss monetary policy, politics and markets throughout the year. Some of the big changes seen in 2016 will spillover to 2017 with new challenges joining in. What’s next for currencies, stocks and commodities? We dive in:  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. […]

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MM #127 – The FED and the Road Ahead

The FED gave a hawkish hike and this rocked markets. We look at everything FED-related eyeing the path for the year ahead, which my be more Donald-dependent.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. What: An unprecedented hike in the dot-plot made the difference. We explain what happened in the […]

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dollar boat in the bad weather

MM #126 – From the Crude Cut to Draghi’s Drag

In this week’s episode, we look back at the OPEC deal that defied skeptics as well as look forward towards the ECB: it’s money time for Draghi. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. OPEC Rundown: We talked about a potential deal, and indeed, OPEC succeeded this time. We dig […]

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