US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We analyze the reasons for the drop and argue about the next moves before providing an update on Brexit. What’s…
IS the Fed’s policy hawkish or dovish? We dive into the US economy and the central bank’s policy which impacts global markets and then move to oil prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.…
The famous investor Bill Gross has received some negative publicity as his Janus Henderson Global Unconstrained Bond Fund suffered heavy losses in recent months. The prime reason behind these losses is the bet his fund made over the growing spread…
Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely and continue with escalating trade wars and what it means for financial markets. You are welcome to listen, subscribe, provide feedback…
Following the U.S.’s decision to raise tariffs of $34 billion on Chinese goods – mostly intermediate – that came to effect a couple of weeks ago, the U.S. is now planning additional tariffs on $200 billion of Chinese imports. Alas,…
Markets are on the move and we tackle the main topics head on the Fed’s hawkish hike, the pessimism from the ECB, and the trade wars which may not be priced in. You are welcome to listen, subscribe, provide feedback…