Podcast Episodes
Back to SearchDollar 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…
1 week, 6 days 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.…
2 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…
2 weeks, 1 day 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…
2 weeks, 4 days 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…
2 weeks, 5 days ago
Risk appetite rebounds as markets eye Nvidia earnings
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Improved risk appetite pushes stocks higher. Focus shifts to Nvidia earnings after US markets close. Trump highlights diplomacy as the mai…
2 weeks, 6 days ago
President Trump holds the key to market direction
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Uncertainty weighs on risk appetite; crypto winter persists. Stocks try to find
their footing ahead of Wednesday’s Nvidia earnings. Trump’s…
3 weeks ago
Dollar stands tall ahead of US data amid Iran tensions
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Tensions continue to build over Iran as Trump sets deadline for nuclear
deal. Dollar climbs to one-month peak, eyes US GDP and PCE inflatio…
3 weeks, 4 days ago
Gold gains on Iran war fears, dollar lifted by hawkish Fed minutes
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Gold and oil jump amid fears US will attack Iran even as nuclear talks
progress. Dollar climbs to two-week high as Fed minutes confirm hawk…
3 weeks, 5 days ago
Fed meeting minutes enter investors’ radar
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Fed minutes awaited as traders expect more than two Fed cuts this year. Yen slips, pound trades indecisively after CPIs, kiwi falls after …
3 weeks, 6 days ago