Tag Archives | Janet Yellen

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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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MM #172 – When everything sells off, where is the money going to?

The US jobs report was quite good with a significant rise in wages, m/m, and y/y. Is this the beginning of something good or perhaps yet another one-off? We discuss this and continue to the wider markets, with volatility being on the rise in many financial markets.  You are welcome to listen, subscribe, provide feedback […]

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MM #171 – Dollar downfall and America’s economy

The dollar has been falling for quite sharply and we explain why. It’s not the US economy: we digest the latest US GDP report which gives something for everybody before concluding with a preview as February begins.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Dollar demise: Mnuchin’s endorsement of a […]

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MM #169 – Wages not winning, tax cuts to cut it?

It’s 2018 and we are back to business. We begin with digesting the fresh jobs report and move to the implications of the massive US tax cuts on the economy and markets.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Non-Farm Payrolls: Once again, wages are not going anywhere, and we […]

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MM #168 – What does 2018 have in store for financial markets?

In this special episode, we preview 2018, doing a tour around the world, discussing the economies, stocks, bonds and commodities of course.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Trumponomics: The economy is doing well, with Trump not doing too much, neither getting in the way. After the tax cuts, […]

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MM #167 – A December to remember for EUR/USD

The year ends with a bang: two all-important rate decisions amid ongoing political developments, especially in the US. We focus on the key events which involve the euro and the dollar. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Yellen’s last stand: Fed Chair Janet Yellen will hold her last post-rate […]

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MM #166 – German gyrations + nature and natural gas

The euro is on the rise thanks to an upbeat situation in its largest economy. We start a tour from Germany and continue to talk about how nature moves the prices of natural gas. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. German euro: A failure to cobble one German coalition […]

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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 #164 – Yield curve blues and sparks in oil

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. Flattening yield curve: In the past, when long-term yields fell to […]

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MM #163 – New normal NFP, reluctant rate rise

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. […]

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