Archive | July, 2017

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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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