The bullion market is slowly recovering as long term treasury yields – which had risen up until a couple weeks ago following the U.S. elections over expectations of higher inflation pressures – have started to decline again. This shift in…
What will 2017 look like? We discuss monetary policy, politics and markets throughout the year. Some of the big changes seen in 2016 will spillover to 2017 with new challenges joining in. What’s next for currencies, stocks and commodities? We…
So the Fed, as expected, raised rates for the first time this year. It’s arguable whether the Fed should have raised rates given the ongoing low inflation, strengthening USD and modest growth in wages. And let’s not forget there is…
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…
Precious metals continued to be pressured on account of the ongoing rise in interest rates, bullish market sentiment (at least in certain sectors) and stronger USD. But the Trump train may have come to brief halt as markets are starting…
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…
The recent recovery of oil prices following the possible deal by OPEC has also helped pushed up the risk currencies including the loonie and the Aussie. But this week the market’s attention will move back to the U.S. and the…
The bullion market recovered last week as the FOMC didn’t raise rates all awhile leaving the door open for a rate hike this year. The FOMC also revised its outlook on GDP growth rate for 2016, core inflation for 2017…