We start off with rising oil prices, diving into the reasons for the rise and what we expect for the future. We move on to the highly anticipated ECB decision and tackle it from a different angle. You are welcome…
The messy jobs report provides another mystery, in addition to the absence of inflation. We begin with run-down of the NFP and the implications for the Fed, continue with the Catalan crisis and preview the upcoming events. You are welcome…
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…
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,…
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.…
The recent FOMC meeting concluded, as expected, with another rate hike of 25 basis points; the rate was pushed up to the 1%-1.25% range. This decision came on the heels of the latest CPI report, in which both core and…