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. Fed: Markets have discounted a rate hike this year and even…
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…
Following the U.S.’s decision to raise tariffs of $34 billion on Chinese goods – mostly intermediate – that came to effect a couple of weeks ago, the U.S. is now planning additional tariffs on $200 billion of Chinese imports. Alas,…
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,…
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…
Precious metals prices have continued to slow recovery especially following the latest NFP report, which showed a gain of only 138K jobs and another month of only 2.5% wage growth. This report, however, didn’t change the market expectations about the…
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,…
As we turn the page to May there’s a lot on our plate: Draghi’s impact on the euro, Macron’s lead in France and the Donald’s first 100 days. Markets care about three things, and the wishes are not really being…
We are back from the vacation just in time for the biggest political event of 2017: the French elections. We look at the potential market reactions and the probabilities of the various scenarios. We cross the channel for more election news…
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”…