The summer lull is about to end and Jackson Hole provides a hint for things to come. The calendar is packed with known events and a lot of known unknown events, such as the nomination of a new Fed Chair.…
Developed countries used to combat high inflation and after winning, the dearth of price rises become a worry and mystery. We discuss inflation and the stock market before preview the next big events. You are welcome to listen, subscribe, provide…
Oil is sometimes called “the black gold”, but it’s recent price range is far from being that precious. What’s next? We begin with black gold and move to gold prices, which are lifting their heads of late. You are welcome…
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:…
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…
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…