The most powerful central bank is set to raise rates but there is a lot of uncertainty. Uncertainty also dominates trade talks and Trump’s reactions, as well as Brexit, where everything is up in the air. You are welcome to…
Why Did Bank Of Israel Surprise The Market With A Rate Hike?
The Bank of Israel (BOI) surprised the markets on November 26th by raising its cash rate for the first time in over seven years. The BOI raised rates by 0.15 percentage point – to 0.25%. This “lift-off” — although at this point it’s…
Are stocks free falling or is it a buying opportunity? — MM #184
US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We analyze the reasons for the drop and argue about the next moves before providing an update on Brexit. What’s…
Too hot or too cold? The world is watching the Fed — MM #183
IS the Fed’s policy hawkish or dovish? We dive into the US economy and the central bank’s policy which impacts global markets and then move to oil prices. You are welcome to listen, subscribe, provide feedback and pledge support on Patreon.…
No convergence — the spread between U.S. Treasuries and Bunds continues to widen
The famous investor Bill Gross has received some negative publicity as his Janus Henderson Global Unconstrained Bond Fund suffered heavy losses in recent months. The prime reason behind these losses is the bet his fund made over the growing spread…
Brexit Summer Blues, Trade Troubles — MM #182
Who said August was boring? We start with an update on Brexit where a deal doesn’t seem so likely and continue with escalating trade wars and what it means for financial markets. You are welcome to listen, subscribe, provide feedback…