Tag Archives | Brexit

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MM #186 – Are markets too optimistic on the Fed, China, and Brexit?

After a dark December, markets have become calm and optimistic about everything. IS this positive sentiment justified? We examine the three key topics: the Fed, Brexit, and China’s economy.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Fed: Markets have discounted a rate hike this year and even see a rate […]

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MM #185 – What to expect from the Fed, trade, and the Brexit saga

The most powerful central bank is set to raise rates but there is a lot of uncertainty. Uncertainty also dominates trade talks and Trump’s reactions, as well as Brexit, where everything is up in the air. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Everything to know ahead of the Fed: […]

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MM #184 – Are stocks free falling or is it a buying opportunity?

US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We analyze the reasons for the drop and argue about the next moves before providing an update on Brexit. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. What’s going on with […]

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MM #182 – Brexit summer blues, trade troubles

Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely and continue with escalating trade wars and what it means for financial markets. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Brexit blues: There is growing talk of a no deal Brexit. […]

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MM #177 – Volatility venting and Brexit can-kicking

We start by giving an update on some progress in Brexit before moving to the high volatility markets are experiencing and wrapping up with a preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Brexit transition deal: The smiles and cheers for a Brexit transition deal still leave a lot of […]

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MM #165 – Pound problems and real raises

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 […]

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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 #140 – Brexit Bad and “Clean Coal”

The UK is now officially leaving the EU and the real games begin. We begin with this event and its impact on the pound, continue with an update on the French elections and continue to the concept of “clean coal” before previewing the first week of Q2. You are welcome to listen, subscribe, provide feedback […]

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MM #118 – Brexit: Bad, Bearable or Brilliant?

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 […]

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