Category: Podcast

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…

Trump Train or Donald Derailed? — MM #130

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Donald Trump is entering the White House. It happens this week and the impact on markets is already very significant. We discuss the potential moves on currencies, bonds, stocks and all the other moving parts before previewing other events in…

What Will Move Markets in 2017 — MM #128

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What will 2017 look like? We discuss monetary policy, politics and markets throughout the year. Some of the big changes seen in 2016 will spillover to 2017 with new challenges joining in. What’s next for currencies, stocks and commodities? We…

The FED and the Road Ahead — MM #127

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The FED gave a hawkish hike and this rocked markets. We look at everything FED-related eyeing the path for the year ahead, which my be more Donald-dependent.  You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. What:…

From The Crude Cut To Draghi’s Drag — MM #126

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In this week’s episode, we look back at the OPEC deal that defied skeptics as well as look forward towards the ECB: it’s money time for Draghi. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. OPEC…