Category: Opinion

The Art of the Dovish Hike — MM #138

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The Ides of March proved to be ominous for dollar bulls as the Fed succeeded in beating the greenback while hiking rates. We discuss what this means and touch on other market moving events before previewing the next week. You are welcome…

March Hike, Macron and Mario Draghi –MM #136

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The Federal Reserve overshadowed Trump as they take the reins once again. We analyze the situation and the implications and then move to the old continent, where politics in France compete with the central bank’s headache.  You are welcome to listen,…

Oil Upside and Euro Underperformance — MM #134

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It’s crunch-time for oil after the OPEC accord and we crunch the data to see some upside. We then move to something more depressing: European elections which are already depressing the euro.  You are welcome to listen, subscribe, provide feedback…

Worrying Wages and Shining Gold — MM #133

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We move away from politics to discuss the various aspects of the US jobs report and what it means for markets and then tackle gold prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. State…

Trumping Trade and the Donald Dollar — MM #132

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Donald Trump’s first week in office has been a storm, to say the least. We discuss his actions regarding trade, fiscal stimulus and of course, all the market implications. You are welcome to listen, subscribe, provide feedback and pledge support…