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,…
The latest US jobs report is out and the picture is becoming clearer: more job gains, no pay rise. We tackle all the aspects of the labor market, looking for the elusive inflation, the Fed reaction and what’s next for the…
Markets are finally on the move and it is not limited to one asset class. We tackle central bank hawkishness, stocks, bonds and all the major regions before previewing the strong start to July. You are welcome to listen, subscribe, provide feedback…
Oil prices are falling and OPEC is worried. What’s the story? We reveal some interesting details. And with the fall of oil, why is the Canadian dollar so strong? We discuss crude and CAD before previewing the last week of June.…
We start with the US labor market which is slowing down and may not be enough for a rate hike. We then cross the Atlantic to the UK’s June 8th elections, where the Labour Party made a surprising comeback. We…
What is the Fed trying to tell us? Markets are anticipating the Fed decision in June and might be caught wrong-footed. OPEC made its decision and we had a “sell the fact” reaction. But there’s much more inside. We top it off…
We start from the political storms that were only a storm in teacup for stocks. We then continue with oil and see some room for rises before previewing the events of the week. You are welcome to listen, subscribe, provide feedback and…
After the BOE’s decision and ahead of the elections, we examine the situation in the UK and discuss the pound. We then continue to rant about the lack of volatility before previewing the upcoming events. You are welcome to listen,…
What’s going on in the US economy? There is still slack but the Fed judges it in a sanguine manner. We begin with all the moving parts in America before moving to a less optimistic picture for oil prices before reviewing the…
As we turn the page to May there’s a lot on our plate: Draghi’s impact on the euro, Macron’s lead in France and the Donald’s first 100 days. Markets care about three things, and the wishes are not really being…