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September lives up to its reputation - September 22, 2023
Episode 250
Stock markets continued to fall yesterday, as investors realize that key interest rates will remain higher for longer. The mood has become heavier an…
3 years, 1 month ago
All options are on the table - September 21, 2023
Episode 249
Central banks are at the forefront this week, with the Fed decision yesterday and the Bank of England’s today. Although they both kept their rate unc…
3 years, 1 month ago
The clock is ticking... September 20, 2023
Episode 248
It's hard to escape the Fed today. The market is expecting a rate hike pause, but is still concerned about inflation. How concerned? That's one of th…
3 years, 1 month ago
How will oil prices influence the Fed's next moves? September 19, 2023
Episode 247
Caution is the word on financial markets on the eve of a major decision by the Fed on its key interest rates, with futures on the main Wall Street in…
3 years, 1 month ago
All eyes on the Fed - September 18, 2023
Episode 246
How will the Fed impact the market this week? That's the hundred-billion dollar question, and in the meantime investors are trading cautiously, with …
3 years, 1 month ago
Nothing's sacred anymore - September 8, 2023
Episode 245
The atmosphere on Wall Street exchange is rather gloomy, between weak economic data in China and Europe and signs that inflation is resilient in the …
3 years, 2 months ago
Back to square one - September 7, 2023
Episode 244
What will the economic damage be if central banks are forced to keep rates high to cool the rise in prices? It sounds like déjà vu, but this has agai…
3 years, 2 months ago
Rising oil prices reawaken inflation (and stagflation?) fears - September 6, 2023
Episode 243
Equity markets are struggling to return in the green. Although the odds are still in favor of a pause in Fed rate hikes, bond yields continue to rise…
3 years, 2 months ago
Coming back to China - September 5, 2023
Episode 242
Wall Street reopened after an extended bank holiday weekend. Macroeconomic data is also back with the first major statistic of the week, unveiled ove…
3 years, 2 months ago
Let’s hope it continues like this - September 1, 2023
Episode 241
The job data that everyone was waiting for didn’t disappoint. Employers added 187,000 jobs in August and the unemployment rate rose to 3.8 percent, w…
3 years, 2 months ago