Archive | May, 2017

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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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 […]

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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 […]

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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. […]

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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. […]

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