Markets are on the move and we tackle the main topics head on the Fed’s hawkish hike, the pessimism from the ECB, and the trade wars which may not be priced in. You are welcome to listen, subscribe, provide feedback…
The FOMC didn’t raise rates but the odds are still high for a December rate hike. And this week the Chair of the FOMC will be in the spotlight again as she will speak; in fact, no fewer than five…
The Brexit may have subsided a bit in the past week and the recent NFP report helped drive up equities, but the conversation is likely to change back to Brexit as the BOE convenes this week to decide any changes…
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…
The world’s second largest economy is eyed by many with worries. We dive into the recent data and try to explain the good, the bad and the ugly before talking about the upcoming week, overshadowed by the You are welcome to listen,…
After a slow week, the markets are expected to present higher trading volume and this week is a bust one with: Yellen’s speech, U.S. NFP, China’s manufacturing PMI, EU flash CPI, U.S. PCE, Canada’s GDP, U.S. manufacturing PMI. So let’s…
We take a step back from the Fed focus, Draghi digest and other regular stuff and look into commodities: crude oil, copper and natural gas as we enter the Spring. You are welcome to listen, subscribe, provide feedback and pledge support…
The latest NFP came again with a mixed bag: Higher than expected growth in jobs – 242K vs. expected 195K – but lower wage growth – only annual rate of 2.2%. In the end, the USD and equities slightly rallied…
An excellent jobs report failed to cheer markets, the Fed remains in focus and China just keeps topping the news. We tackle all this and the road ahead. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. NFP…
The recent news from China is that PBOC decided to fight the general malaise the Chinese economy has been experiencing but slashing again rates. Is this enough to jump start the world’s second largest economy? It’s certainty a move in…