Podcast Episodes
Back to SearchHopes of truce fade as Middle East conflict escalates
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Dollar rebounds as strikes continue despite Trump’s optimistic remarks. Investors scale back Fed rate cut bets head of US CPI data. Aussie…
5 months, 2 weeks ago
Risk appetite improves as Trump says Iran war is nearly over
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Dollar pulls back as Trump says Iran war is “very complete”. Oil falls
sharply, inflation fears ease, investors add to rate cut bets. Wall …
5 months, 2 weeks ago
Oil jump puts risk assets under pressure
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Oil price rise scares both investors and the US administration. Dollar rally pauses, while gold’s inability to climb is surprising. Asian …
5 months, 2 weeks ago
US NFP report awaited amid Iran war
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Dollar rebounds as Middle East war rages. Nonfarm payrolls on tap as
investors scale back Fed cut bets. WTI crude rallies above $80 per bar…
5 months, 3 weeks ago
Dollar rebounds as Iran war enters sixth day
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Dollar pulled back on Wednesday on NYT report. Rebounds on Thursday as Iran strikes Israel.Investors further scale back Fed cut bets on in…
5 months, 3 weeks ago
Dollar takes a breather while oil ignores Trump proposal
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Middle East newsflow monopolizes market moves; oil rally persists. Dollar rally pauses, potentially opening the door to a small risk-on re…
5 months, 3 weeks ago
Dollar gains as risk-off reaction deepens
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Risk appetite takes another hit; dollar rally gathers pace. Strangely, gold
drops and US yields rise, as investors prefer to remain liquid.…
5 months, 3 weeks ago
Oil soars as Iran conflict escalates, gold and dollar up too
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Trump orders attack on Iran as Middle East descends into chaos. Oil shoots higher despite OPEC+ increasing output more than expected. Inve…
5 months, 3 weeks ago
AI stocks wobble again, gold softer amid US-Iran progress
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Nvidia pulls US indices lower but AI rout limited to Wall Street. US and Iran make progress in nuclear talks. But lack of breakthrough kee…
6 months ago
Nvidia delivers but risk rally fails to take off; Yen catches a bid
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Equities mixed despite stellar Nvidia earnings as AI doubts persist. Tariff uncertainty, hawkish Fed and BoJ could also be dragging on sen…
6 months ago