The recent hawkish FOMC minutes were enough to drive back up the USD and bring down equities as the markets adjusted expectations regarding a possible rate hike. This week’s main reports and events include: U.S. core durable goods, EU manufacturing…
The BOJ disappointed by not expanding its monetary stimulus, while the FOMC, as expected, didn’t budge on its rate hike talk. In the end, the USD continued to devalue against the Yen and Euro, which helped push back up commodities…
In the midst of earnings season next week will also entail two major events that could boost even further up volatility: The Federal Reserve’s policy meeting and U.S. GDP for Q1. Other events and reports to consider include: BOJ’s policy…
The U.S. dollar, equities and oil prices bounced back last week as the bearish sentiment has subsided, mostly fueled by some positive U.S. reports: The GDP for Q4 showed a gain of 1% — higher than the first estimate and…
The recent rally in the stock market has eased the concerns over the prospects of a bear market in equities. But this could all change if U.S. and China’s economic reports show signs of slowdown. This week the focus will…
The Fed, as expected, didn’t rock the boat with a rate hike; nor did it back down from its stance to raise rates this year. So what else is new? Well, the Fed address the high volatility in the financial…
It’s a very busy week: we start by providing updates regarding the main dish: the ECB meeting. We continue with analyzing the balanced US releases, previewing OPEC’s summit and continuing with the extremely busy week we have in US releases…
This show is all about the ECB’s policy: what’s going on and preparing you for the huge December decision with two trade ideas: EUR/USD and German bunds. You are welcome to listen, subscribe and provide feedback. What the ECB did so…
The Fed adopted a more hawkish stance and this has implications for the USD, stocks and commodities all the way to the December. We begin by analyzing the statement, continue with discussing US growth in a new light, looking at China…
To hike or not to hike? The answer is coming and you should get ready. The September Fed decision is here and markets are holding their breath. We cover the Federal Reserve’s dilemma about a rate hike, potential market reaction and all the moving…