Financial markets are certainly moving in the near-fortnight after Trump shocked markets with his ascent to the presidency. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Currencies: We focus on the three major currency pairs: EUR/USD, GBP/USD…
We focus on Trump’s Triumph: the shock result has significant implications for both fiscal and monetary policy and it already had a huge impact on markets. Uncertainty is high and only volatility is certain. You are welcome to listen, subscribe, provide feedback…
Precious metals didn’t perform well again last week as the markets are coming around to consider the Fed raising rates in December. The stronger dollar has also pressured down gold and silver. And the Brexit talks — including the concerns…
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…
The volatility in the markets may have subsided. But this week we will see several hard data points from the post-Brexit UK; these economic reports are likely to lead the way in the financial markets including CPI, Claimant Count Change…
Gold and silver didn’t perform well last week as the NFP report showed, once again, a better than expected headline figure with a growth of 255K jobs – compared to an expected gain of 180K; also, the BOE, as expected,…
The NFP report showed another sign that the labor market is doing well and on its road towards full employment; this also means a higher chance of a rate hike this year. The BOE also helped weaken its pound by…
preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Carney copying Draghi: The Bank of England introduced an overwhelming post-Brexit stimulus package and certainly beat expectations. We explain the measures, what this means and what awaits us on the…
Now that the U.S. economy is showing signs of recovery including the better than expected NFP report and retail sales, the market is slowly adjusting again to a possible rate hike this year. And higher rates also mean a slower…
The BOE didn’t change its monetary policy but still promised that stimulus is on the way in the coming meetings. This week’s main event will be the ECB rate decision. Even though the ECB isn’t likely to make any changes…