Tag Archives | US retail sales

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MM #155 – Is black gold in the black?

Oil is sometimes called “the black gold”, but it’s recent price range is far from being that precious. What’s next? We begin with black gold and move to gold prices, which are lifting their heads of late. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Oily days: The price of the […]

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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 #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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MM #114 – About the Fed’s forecasting failures

Are central bankers losing the plot? We discuss the problematic Fed’s forecasting, the unusual market impact from a rate cut and also update on the US economy and the road ahead. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Update on the economy: It is becoming harder to find a consistent theme with […]

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MM #101 – Spending it all out?

In this episode we focus on the state of the US consumer. Are things looking great or not exactly? Oil prices are also on the move higher. It’s good, isn’t it? As usual we preview the next events. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Flashing the cash?: Strong retail sales, good […]

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Varoufakis: 4 problems, 4 solutions – analyzed – #72

We start with analyzing the 4 problems and 4 solutions that Varoufakis presented in Barcelona, continue with the data dependent dollar drive and finish with a preview of the interesting week.  You are welcome to listen, subscribe and provide feedback. Yanis Varoufakis in Barcelona: We attended a talk with the ex-finance minister of Greece that is touring Europe. Apart […]

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