It’s 2018 and we are back to business. We begin with digesting the fresh jobs report and move to the implications of the massive US tax cuts on the economy and markets. You are welcome to listen, subscribe, provide feedback…
In this special episode, we preview 2018, doing a tour around the world, discussing the economies, stocks, bonds and commodities of course. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Trumponomics: The economy is doing well,…
The year ends with a bang: two all-important rate decisions amid ongoing political developments, especially in the US. We focus on the key events which involve the euro and the dollar. You are welcome to listen, subscribe, provide feedback and pledge…
The euro is on the rise thanks to an upbeat situation in its largest economy. We start a tour from Germany and continue to talk about how nature moves the prices of natural gas. You are welcome to listen, subscribe,…
The yield curve is flattening and this serves as a warning sign of an upcoming recession. Are the worries justified? We begin with this and continue to the breakout in oil prices. You are welcome to listen, subscribe, provide feedback…
We dive into the NFP and analyze what it means for the Fed into December 2018, and with a new governor. We then move to the UK with the dovish hike by Carney and wrap up with a preview of…
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.…
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…
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.…