In this episode of Market Movers we have compiled a special holiday edition of the most popular topics: the risk reward ratio (make it your new year’s resolution?), the correlation (or lack of) between gold and inflation and Japan: the fall and the potential rise of the Land of the Rising Sun. Welcome to a […]
Archive | December, 2014
Yellen run down, oil running down, Russian run and the currency down under – Market Movers #29
on December 19, 2014
It’s hard to believe the holidays are here with so much action in the markets. We try to make sense of it all by understanding the different elements of the important Fed decision, the impact of oil prices various countries, a focus on Russia’s ruble, the resulting emergency SNB decision and the fate of the currency […]
Interview with Itai Furman, Run down of TLTRO, NFP and oil – Market Movers #28
on December 12, 2014
Itai Furman, a treasurer at Intel, lays out his views on investing, market liquidity, the impact of the Fed on money markets and lots more. In addition to his interesting insights, we run down the recent market events: excellent US job numbers, the ECB’s TLTRO and its implications, and also a run down on what’s running down: oil. […]
Previews of December’s big events, importance of jobless claims, falling oil & negative GOFO – Market Movers #27
on December 2, 2014
The ECB meeting and the NFP are the first big events of a busy last month of the year. We preview the big events that rock markets. We also look back at the meaning of crashing oil to markets, and the negative GOFO rates and what it means for oil. And towards the NFP, we look at […]