Tag Archives | boj

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MM #178 – Is inflation rearing its ugly head? Oil is on fire

We start by examining the recent signs of rising inflation in the US, continue with one factor that is on the rise, petrol prices, and finish with a preview for the upcoming week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Inflation is up: At least in March, core inflation is […]

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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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Background of new 100 US dollars 2013 banknotes

MM #120 – Bold BOJ vs. Fearful Fed

It was a big week for central banks, with implications going well beyond the short-term market reactions. We start with the immediate takeaways and continue to the long-term consequences. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. FED – what happened and what’s next: No change in rates, but we […]

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Money chase helicopter cash

MM #110: Helicopter money explained and Carney’s Mark up of the pound

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. […]

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Analysing financial data with a magnifying glass

MM #94 – Digesting Draghi & Fired for the Fed

The Draghi drama was one of the best ones, but the end result was surprising. We begin with this and continue on to the upcoming Fed meeting before finishing off with a preview of other events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Draghi drama: The president of the ECB delivered a […]

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Analysing financial data with a magnifying glass

MM #90 What’s the Deal with the Death Cross? + Yellen and yen

Have markets lost the faith in central banks? We start with recent market action before continuing to the scary sounding “death cross” that spooks markets as well. We finally finish with a preview of the upcoming events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Losing the faith: Central bankers used to […]

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

QE: Who got it right, Krugman or the Gold bugs? – #41

This episode of Market movers is dedicated to Quantitative Easing (QE). This happens as the “QE baton” is passed from the Federeal Reserve to the ECB. These banks are not alone. We define and explain it, review the main uses, the benefits and the secondary effects. Does it really work? Will central banks know how to unwind […]

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AUD/USD what’s next after the RBA “no cut”? – #40

The Non-Farm Payrolls report is critical for the US dollar – we explain why and what to expected. In addition, our packed show features a debate on false breaks, the Australian and Canadian rate decisions, a potential easing in Japan, the widening gap within oil prices and an update on forex brokers after the SNBomb. […]

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