The FED gave a hawkish hike and this rocked markets. We look at everything FED-related eyeing the path for the year ahead, which my be more Donald-dependent. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. What:…
In this week’s episode, we look back at the OPEC deal that defied skeptics as well as look forward towards the ECB: it’s money time for Draghi. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. OPEC…
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…
We’re back and diving straight into the ins and outs in oil prices before talking about a central bank that actually talks up the currency (in a way). We finish as usual with a preview of the upcoming busy events. You…
Indicators are nice, but sometimes ongoing news stories make or break markets. We focus on three ingredients that move the market as a whole. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Presidential Debate: The…
It was a big week for central banks, with implications going well beyond the short-term market reactions. We start with the immediate takeaways and continue to the long-term consequences. You are welcome to listen, subscribe, provide feedback and pledge support…
The focus of this week’s show is the focus of markets: the Fed decision: calling it “highly anticipated” would be an understatement. We cover the event from all angles. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Dovish or…
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 NFP always moves markets, but how exactly? We look at the bigger picture of the market impact, continue with previewing the ECB and finish with discussing more events on the calendar. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.…
The Fed is the center of attention once again with higher expectations for a rate hike following Jackson Hole. We explain what happened and also examine if the data supports it before moving to the upcoming events. You are welcome…