Tag Archives | Janet Yellen

Da de cobro

MM #162 – Draghi dread and the head of the Fed

We talk about ECB’s decision and the exaggerated market reaction, continue to discuss the next chair of the Fed and end up with previewing a very busy week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. ECB rocks the boat, but why?: The ECB followed the script but the euro slipped […]

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Crisis in USA - Shares Fall Graph on United States of America Flag

MM #160 – Good, bad and ugly NFP, Catalan crisis update

The messy jobs report provides another mystery, in addition to the absence of inflation. We begin with run-down of the NFP and the implications for the Fed, continue with the Catalan crisis and preview the upcoming events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. NFP analysis: The hurricanes totally distorted […]

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Catalans voting October 1st 2017

MM #159 – Euro troubles and golden opportunities

We tour through Europe: Germany’s elections, France’s ambitions and the chaos in Catalonia. We then continue to talk about the action in gold prices and its potential before previewing a busy week to start Q4. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. German elections: The fractured parliament created political uncertainty […]

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MM #158 – Fed mysteries and dismissing missiles

We’re back from our vacation and we tackle the Fed decision and its mysteries around inflation. What does it mean for the dollar? We then continue to discuss the diminishing effect of geopolitics on markets before preview the last week of Q3. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. The […]

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Analysing financial data with a magnifying glass

MM #157 – Everything you need to know for September

The summer lull is about to end and Jackson Hole provides a hint for things to come. The calendar is packed with known events and a lot of known unknown events, such as the nomination of a new Fed Chair. We preview all the big events you need to know about. You are welcome to […]

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Money chase helicopter cash

MM #156 – Missing: inflation and a stock market crash

Developed countries used to combat high inflation and after winning, the dearth of price rises become a worry and mystery. We discuss inflation and the stock market before preview the next big events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Absent inflation: Long gone are the days of rising prices […]

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

MM #154 – As good as it gets? – US economy edition

We’re back from our vacation and we tackle the US economy given the recent data. Is it good enough? We tackle recent events before previewing the next ones. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US economic indicatos: The recent data coming out of the US has been better, but expectations were quite low. […]

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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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Building icon with inscription "Fed". Financial data on computer screen. Multiple exposure

MM #148 – Fed faking it until they make it? + a Brexit brawl

The Fed not only raised rated but put on very rosy glasses. We poke holes into the “off one” factors before moving on to discuss the mess in the UK and the torn pound. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Over-confident Fed: The Fed only gave a short […]

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