The rate hike is coming. But what does it mean for markets? We start with the big upcoming event and then continue to the slippery nature of oil prices before previewing other events in the Ides of March. You are welcome…
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…
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…
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…
Our first episode of 2017 focuses on the US: we begin from the data, with the NFP, and continue with the FED. This time, the meeting minutes were very revealing, to say the least. As usual, we preview the upcoming…
What will 2017 look like? We discuss monetary policy, politics and markets throughout the year. Some of the big changes seen in 2016 will spillover to 2017 with new challenges joining in. What’s next for currencies, stocks and commodities? We…