The US jobs report was quite good with a significant rise in wages, m/m, and y/y. Is this the beginning of something good or perhaps yet another one-off? We discuss this and continue to the wider markets, with volatility being…
The dollar has been falling for quite sharply and we explain why. It’s not the US economy: we digest the latest US GDP report which gives something for everybody before concluding with a preview as February begins. You are welcome…
Oil prices are on the move, reaching new highs. We begin with diving into what happened and what’s next before tackling the cryptocurrency craze, which makes rollercoasters look moderate. You are welcome to listen, subscribe, provide feedback and pledge support on…
It’s 2018 and we are back to business. We begin with digesting the fresh jobs report and move to the implications of the massive US tax cuts on the economy and markets. You are welcome to listen, subscribe, provide feedback…
Even though I don’t like to start the year on a grim note so I will make it short. Every year brings its own risks and pitfalls to consider that could push the markets to unexpected directions. Some issues are…
Now that the U.S. tax cuts have been approved, one of the main critic from the left has been that the tax cuts for corporations are likely to be “wasted” on dividend and buybacks to shareholders. This argument has its…