The U.S. non-farm payroll, yet again, beat estimates on jobs growth: 235K vs an estimated growth of 196K (The ADP estimated a gain of 298K jobs) in February; and wage growth came at 2.8% in annual terms – in line…
The Federal Reserve overshadowed Trump as they take the reins once again. We analyze the situation and the implications and then move to the old continent, where politics in France compete with the central bank’s headache. You are welcome to listen,…
Markets moved once again on Yellen’s testimony and the data. Is the Fed taking the reins once again after a month of Trump in office? We discuss where the President has more impact and where the Fed makes or breaks markets.…
It’s crunch-time for oil after the OPEC accord and we crunch the data to see some upside. We then move to something more depressing: European elections which are already depressing the euro. You are welcome to listen, subscribe, provide feedback…
We move away from politics to discuss the various aspects of the US jobs report and what it means for markets and then tackle gold prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. State…
The markets are slowly realizing that perhaps the U.S. fiscal stimulus may not come anytime soon and perhaps some of its – mostly in the form of tax cuts – will be executed in 2018. But for now, the markets…
Donald Trump’s first week in office has been a storm, to say the least. We discuss his actions regarding trade, fiscal stimulus and of course, all the market implications. You are welcome to listen, subscribe, provide feedback and pledge support…
Politics stood out in 2016 and will have a role in 2017 as well. Nevertheless, politicians have central banks between them and markets. We focus on three central banks: the Federal Reserve, the ECB and the BOE. You are welcome…
The bullion market is slowly recovering as long term treasury yields – which had risen up until a couple weeks ago following the U.S. elections over expectations of higher inflation pressures – have started to decline again. This shift in…
Donald Trump is entering the White House. It happens this week and the impact on markets is already very significant. We discuss the potential moves on currencies, bonds, stocks and all the other moving parts before previewing other events in…