Stocks continue rising and ignoring depressing news. The Federal Reserve is the primary driver. We explain what the Fed is doing, why it is not QE and what’s next for stocks. A quick history for Fed action: The Federal Reserve…
After a hiatus, Lior Cohen and Yohay Elam return with a virtual tour around the world, kicking off in Germany and encompassing the globe. What’s next for Europe, the US, and the central bank policy? Germany in manufacturing recession: The…
Everybody is talking about the global slowdown. Central banks all over the world have responded, but also governments need to do something. Are they doing enough? You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. US: The…
After a dark December, markets have become calm and optimistic about everything. Is this positive sentiment justified? We examine the three key topics: the Fed, Brexit, and China’s economy. Fed: Markets have discounted a rate hike this year and even…
US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We analyze the reasons for the drop and argue about the next moves before providing an update on Brexit. What’s…
IS the Fed’s policy hawkish or dovish? We dive into the US economy and the central bank’s policy which impacts global markets and then move to oil prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.…
Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely and continue with escalating trade wars and what it means for financial markets. You are welcome to listen, subscribe, provide feedback…
Markets are on the move and we tackle the main topics head on the Fed’s hawkish hike, the pessimism from the ECB, and the trade wars which may not be priced in. You are welcome to listen, subscribe, provide feedback…
You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. China-US trade: Don’t call it peace, it’s only a truce. The two largest economies decided to put off a trade war. What does it mean for broader markets?…
We start by examining the Fed decision, slide into the US economy and its recent hiccups and this brings us to the bigger issues across the Atlantic. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Fed: Powell…