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…
What is the Fed trying to tell us? Markets are anticipating the Fed decision in June and might be caught wrong-footed. OPEC made its decision and we had a “sell the fact” reaction. But there’s much more inside. We top it off…
We start from the political storms that were only a storm in teacup for stocks. We then continue with oil and see some room for rises before previewing the events of the week. You are welcome to listen, subscribe, provide feedback and…
After the BOE’s decision and ahead of the elections, we examine the situation in the UK and discuss the pound. We then continue to rant about the lack of volatility before previewing the upcoming events. You are welcome to listen,…
What’s going on in the US economy? There is still slack but the Fed judges it in a sanguine manner. We begin with all the moving parts in America before moving to a less optimistic picture for oil prices before reviewing the…
As we turn the page to May there’s a lot on our plate: Draghi’s impact on the euro, Macron’s lead in France and the Donald’s first 100 days. Markets care about three things, and the wishes are not really being…
We are back from the vacation just in time for the biggest political event of 2017: the French elections. We look at the potential market reactions and the probabilities of the various scenarios. We cross the channel for more election news…
The UK is now officially leaving the EU and the real games begin. We begin with this event and its impact on the pound, continue with an update on the French elections and continue to the concept of “clean coal”…
The Ides of March continue echoing and echoing. We discuss further fallouts from the Fed and move to on markets, which are also falling out. Is this the beginning of a downfall? You are welcome to listen, subscribe, provide feedback…
The Ides of March proved to be ominous for dollar bulls as the Fed succeeded in beating the greenback while hiking rates. We discuss what this means and touch on other market moving events before previewing the next week. You are welcome…