All eyes are on the Fed and we start from Powell’s first decision and continue to talk about falling oil prices before previewing the other events of the week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Powell in Play: A rate hike is all but certain but will they upgrade the dot-plot from […]
The yield curve is flattening and this serves as a warning sign of an upcoming recession. Are the worries justified? We begin with this and continue to the breakout in oil prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Pound problems: We start off with the Brexit negotiations which are […]
We dive into the NFP and analyze what it means for the Fed into December 2018, and with a new governor. We then move to the UK with the dovish hike by Carney and wrap up with a preview of the next week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. […]
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 […]
The Ides of March proved to be ominous for dollar bulls as the Fed succeeded in beating the greenback while hiking rates. We discuss what this means and touch on other market moving events before previewing the next week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. We told you: The Fed […]
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 […]
We’re back and diving straight into the ins and outs in oil prices before talking about a central bank that actually talks up the currency (in a way). We finish as usual with a preview of the upcoming busy events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Oil: Saudi Arabia […]
We begin by a rundown of the ECB decision which was short on details and move to analyze the impact of Brexit, as we have some evidence that it isn’t a total catastrophe, not yet. Apart from the BOE, we preview other events coming up. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Draghi […]
The BOJ missed high market expectations and left the chopper ground. After dwelling on the not-so-bold new monetary policy we discuss the weakness in the US data and the Fed, continue with a preview for a central bank that will not disappoint and preview other events. You are welcome to listen, subscribe, provide feedback and pledge […]
We start with the no-cut move from the BOE and the meaning going forward, continue with explaining what helicopter money actually means in the wake of the news from Japan and top it off with a preview, with a comeback of the Draghi show. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. […]