The bullion market has taken a beating last week as the risk-on mode has gained momentum following the relief from the tension over the French elections and relatively robust earnings in the U.S. But this week the focus will shift…
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…
The first round of the French elections is over and now that it’s a head to head match between Macron and Le Pen the markets could refocus their attention on the ECB’s next move – at least until the second…
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 recent CPI and retail sales reports, which were released on Friday when the markets were closed, may have brought in a new wave of dovishness to the markets: These reports – mostly the CPI that showed an unexpected drop…
The employment situation in the U.S. is still on solid ground with unemployment dipping to its lowest level in years; and even the broader unemployment rate (U6) measure has fallen to its lowest since December 2007. But the number of…
The talks over the Trump trade continue to cool down as the markets are slowly adjusting to the fact that perhaps there will be far fewer legislations passed under the current administration – including on tax reform, health care and…
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”…
The recent debacle of the GOP over its attempt to pass healthcare legislation (repeal and replace the ACA) has put into question, at least for some market participants, whether other legislations will pass – including tax reform. This shift help…
The Ides of March continue echoing and echoing. We discuss further fallouts from the Fed and move to on markets, which are also falling out. Is this the beginning of a downfall? You are welcome to listen, subscribe, provide feedback…