Category: Opinion

Pound problems and Real Raises — MM #165

The yield curve is flattening and this serves as a warning sign of an upcoming recession. Are the worries justified? We begin with this and continue to the breakout in oil prices. You are welcome to listen, subscribe, provide feedback…

Draghi Dread and the Head of the Fed — MM #162

We talk about ECB’s decision and the exaggerated market reaction, continue to discuss the next chair of the Fed and end up with previewing a very busy week. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.…

As good As It Gets? – US Economy Edition — MM #154

We’re back from our vacation and we tackle the US economy given the recent data. Is it good enough? We tackle recent events before previewing the next ones. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US economic indicatos:…

Draghi Dud and the Petrol Pendulum — MM #153

The euro is at record levels and Draghi couldn’t stop it. We then move to the changes in oil markets and the current pendulum swing. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Draghi’s failed dovishness: The…

Yellen Is Not Loving It, Markets Do — MM #152

The dollar and bond yields were on the back foot while stocks advance on a mix of Yellen’s testimony on inflation, inflation itself and politics. We break down the events and look towards a hot summer. You are welcome to listen,…