Some traders are on vacation but markets are on the move. Apart from the suspicious rally in oil, perhaps the summer sun is a good time for a change of heart in the Fed. You are welcome to listen, subscribe,…
Are central bankers losing the plot? We discuss the problematic Fed’s forecasting, the unusual market impact from a rate cut and also update on the US economy and the road ahead. You are welcome to listen, subscribe, provide feedback and pledge support…
preview. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon. Carney copying Draghi: The Bank of England introduced an overwhelming post-Brexit stimulus package and certainly beat expectations. We explain the measures, what this means and what awaits us on the…
The BOJ missed high market expectations and left the chopper ground. After dwelling on the not-so-bold new monetary policy we discuss the weakness in the US data and the Fed, continue with a preview for a central bank that will…
We take a break from Brexit and chopper sounds and move to commodities: oil is slipping, gold remains strong and the focus shifts back to the US. We also touch on ECB QE and preview the next events. You are welcome…
We start with the no-cut move from the BOE and the meaning going forward, continue with explaining what helicopter money actually means in the wake of the news from Japan and top it off with a preview, with a comeback…
We move just a bit away from Brexit to digest the Non-Farm Payrolls report, talk about moves in oil and what’s going on with surging gold and its poor cousin silver. You are welcome to listen, subscribe, provide feedback and pledge…
We begin by analyzing the market reactions to Brexit, this time with some perspective and 3 totally different reactions. We then continue to topics that have been buried under Brexit and end up with a preview of the week. You are welcome…
The UK exit of the EU is a huge event and we organize the information for you: what happened in the finish line, the next political developments and what’s next in financial markets. You are welcome to listen, subscribe, provide…
We dedicate most of the show to British EU Referendum. It’s hard to exaggerate with the importance of the event. But we also touch on the Fed, with recent events due to have impact once the dust settles. You are welcome…