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 […]

Continue Reading
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 […]

Continue Reading
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 […]

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

MM #145 – Fading political risk, constructive on crude

We start from the political storms that were only a storm in teacup for stocks. We then continue with oil and see some room for rises before previewing the events of the week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Knee-jerk reaction to politics: A potential obstruction of justice by Trump resulted […]

Continue Reading
Fotolia_104003618_S (1)

MM #144 – Brexit bites the BOE, volatility evaporates

After the BOE’s decision and ahead of the elections, we examine the situation in the UK and discuss the pound. We then continue to rant about the lack of volatility before previewing the upcoming events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Brexit bites the BOE: Is the central bank […]

Continue Reading
Fotolia_58030630_S (1)

MM #143 – US economic unease and slippery oil

What’s going on in the US economy? There is still slack but the Fed judges it in a sanguine manner. We begin with all the moving parts in America before moving to a less optimistic picture for oil prices before reviewing the upcoming week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. […]

Continue Reading
Da de cobro

MM #142 – No more dovish Draghi and diagnosing the Donald

As we turn the page to May there’s a lot on our plate: Draghi’s impact on the euro, Macron’s lead in France and the Donald’s first 100 days. Markets care about three things, and the wishes are not really being fulfilled. We finish off with a preview of the next week, focusing on the Fed. […]

Continue Reading
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 #141 – French fate and British snaps

We are back from the vacation just in time for the biggest political event of 2017: the French elections. We look at the potential market reactions and the probabilities of the various scenarios. We cross the channel for more election news from the UK and discuss the impact on the pound before previewing a busy week. […]

Continue Reading
Fotolia_104003618_S (1)

MM #140 – Brexit Bad and “Clean Coal”

The UK is now officially leaving the EU and the real games begin. We begin with this event and its impact on the pound, continue with an update on the French elections and continue to the concept of “clean coal” before previewing the first week of Q2. You are welcome to listen, subscribe, provide feedback […]

Continue Reading
Fotolia_14580597_XS

MM #139 – Murky markets and further Fed fallout

The Ides of March continue echoing and echoing. We discuss further fallouts from the Fed and move to on markets, which are also falling out. Is this the beginning of a downfall? You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Fed fallout: The dovish hike continues hurting the greenback and […]

Continue Reading