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Is the market way too optimistic on rates? - April 4, 2023
Episode 161
Oil prices rose by about 6% yesterday after the OPEC+ cartel announced an unexpected production cut. Commodities outperformed. The mood was dampened …
3 years, 6 months ago
OPEC ruins the party - April 3, 2023
Episode 160
As we await the release of US March employment figures later this week, an important determinant of the Fed's monetary policy, Monday's session is ma…
3 years, 6 months ago
The joys of cooling inflation - March 31, 2023
Episode 159
Inflation shows signs of cooling in the US and Europe, which is boosting indices all over the world. In premarket trading, the Dow Jones and the S&P …
3 years, 6 months ago
The Nasdaq is on fire - March 30, 2023
Episode 158
The Nasdaq has taken off again on Wall Street after two sessions of hesitation. Investors are increasingly willing to ease rates, believing that this…
3 years, 7 months ago
Directionless - March 29, 2023
Episode 157
It is difficult to find a direction for equity markets at the moment. Traditional benchmarks are blurred and there are conflicting signals. The good …
3 years, 7 months ago
Some improvement, but let's not get ahead of ourselves - March 28, 2023
Episode 156
Easing fears about contagion in the banking sector allowed the financial sector to get out of the rut while pushing down safe havens. The bond market…
3 years, 7 months ago
The banking sector remains under scrutiny - March 27, 2023
Episode 155
While worries about the banking sector linger, the US stock market remains resilient. The financial sector's setbacks are, in the opinion of most inv…
3 years, 7 months ago
Is Deutsche Bank the next one? - March 24, 2023
Episode 154
Wall Street resumed its upward trend yesterday, with the only thing on the mind of investors being a future easing of monetary policy. But that's not…
3 years, 7 months ago
Wall Street believes in a dovish Fed - March 23, 2023
Episode 153
The Fed did what investors expected it to do yesterday and markets reacted well. But the party was spoiled by Janet Yellen, who refused to embark on …
3 years, 7 months ago
A sudden burst of confidence - March 22, 2023
Episode 152
Investors have a date with the Fed this afternoon, and they’re trading with a certain amount of confidence this morning that contrasts with recent da…
3 years, 7 months ago