The BOJ missed high market expectations and left the chopper ground. After dwelling on the not-so-bold new monetary policy we discuss the weakness in the US data and the Fed, continue with a preview for a central bank that will…
The ECB and BOE didn’t change their policy and now the markets will shift their attention to the FOMC and BOJ; the Fed and Bank of Japan aren’t expected to introduce new policy measures but the tone of their statements…
We take a break from Brexit and chopper sounds and move to commodities: oil is slipping, gold remains strong and the focus shifts back to the US. We also touch on ECB QE and preview the next events. You are welcome…
The roller-coaster in the financial markets due Brexit vote left the British pound around 10% below its value against the USD before the referendum results came in. And even though equities and bonds also reacted with a “risk-off” sentiment, equities…
The highly expected FOMC meeting will take center stage this week and will eclipse the major economic reports that will be released this week. Nonetheless, until the FOMC statement is released, some economic data could drive market sentiment; some of…
We don’t miss any of the hot topics: oil which is on fire, the fierce Brexit debate and the upcoming Fed meeting. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Oil: Is the price right? We weigh…
The latest NFP report fell short – really short this time! – of market expectations with only 38K jobs added in May. And even though wages still grew at a pace of 2.5% per annum, the headline figure was really…
Market movers talks about markets: what’s the next move in stocks? After endless range trading, is it time for a big breakout? We talk stocks, the oil recovery and preview the busy week. You are welcome to listen, subscribe, provide feedback and pledge support…
The market is slowly adjusting to a possible rate hike in June by the Fed and even Chair Yellen in a recent interview stated that a rate hike in the coming months could be appropriate; but before the Fed meeting,…
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…