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What will it be? - March 7, 2023
Episode 141
Today’s highlight is Jerome Powell's first testimony in before the Senate Banking Committee. Investors are eager for clues about the interest rate an…
3 years, 7 months ago
This is it - March 6, 2023
We’re at the start of a crucial week for monetary policy, as it includes a testimony from Federal Reserve Chair Jerome Powell on Tuesday and Wednesda…
3 years, 7 months ago
It only took one man
The head of the Atlanta Fed invigorated the American market yesterday by adopting a more conciliatory tone than expected. As a result, investors are …
3 years, 7 months ago
Bad data keeps piling up - March 2, 2023
Worries about a tightening of monetary policy seem to be taking hold again among investors. The data seems to be pointing in that direction and proje…
3 years, 7 months ago
China awakens again - March 1, 2023
Investors are still stuck in the rate-growth-inflation quagmire, so much so that they might be missing positive signals sent by China.
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3 years, 7 months ago
February ends with uncertainty - February 28, 2023
Today ends a volatile February, which saw the return of Fed rate hike worries, as the US economy shows no sign of abating and data points to resilien…
3 years, 8 months ago
Crushed hopes and dreams - February 27, 2023
Episode 140
It was looking so good… Inflation had been tamed, and central banks were about to end their rate hike cycle… But this ideal scenario ended abruptly o…
3 years, 8 months ago
Bad surprise - February 24, 2023
Episode 139
Futures for Wall Street’s main stock index tumbled on Friday after the release of higher-than-expected U.S. inflation data that could influence the F…
3 years, 8 months ago
Markets are at a crossroads
Episode 138
Nvidia strong sales guidance helped lift Wall Street's mood, with futures up this morning, although investors still worry about the Fed's monetary po…
3 years, 8 months ago
Here we go again - February 22, 2023
Episode 137
Wall Street had its worst day so far in 2023 on Tuesday. Why? Because a good PMI reading renewed fears that the Fed will have to raise rates further …
3 years, 8 months ago