Podcast Episodes
Back to SearchTrump calls for rate cuts, softens stance on China
Dollar slides after Trump urges central banks to lower rates. Aussie and kiwi gain as Trump softens his stance on China. Yen rallies after BoJ raises rates, revises up inflation forecasts. S&P 500 hi…
Published on 10 months, 3 weeks ago
Week Ahead: Fed, BoC and ECB meet amid Trump tariff threats
Three central bank decisions awaited as tariff reality sets in. Fed set to go on pause, ECB and BoC to likely cut again. But US PCE inflation could steal the limelight. Australian CPI and China PMIs …
Published on 10 months, 3 weeks ago
S&P 500 touches fresh record, BoJ enters the spotlight
Dollar rebounds as traders cover short positions. Wall Street cheers Netflix’s earnings and Trump’s AI plans. Gold climbs higher, gets closer to record high. Yen traders await BoJ decision; 25bps hik…
Published on 10 months, 3 weeks ago
Markets adjust to Trump’s rhetoric
Trump’s tariff intentions in the spotlight. Risk sentiment supported by AI announcements. Dollar remains under the weather, as yen eyes BoJ meeting. Gold’s ascent continues; oil correction picks up p…
Published on 10 months, 3 weeks ago
Trump promises tariffs on Canada and Mexico
Dollar slips on reports that Trump will not impose tariffs on day one. But
rebounds after Trump threatens Canada and Mexico. Stock futures slip but
immediately recover. Gold gains on Trump uncertainty,…
Published on 10 months, 3 weeks ago
Improved risk appetite ahead of Trump’s ceremony
Markets are in a relatively good mood today. Trump’s second presidency will commence today. Dollar takes losses, while the crypto market is thriving. Yen tries to benefit from BoJ expectations; oil s…
Published on 10 months, 3 weeks ago
Markets turn cautious ahead of Trump inauguration
Fed’s Waller hints at first half rate cut, but dollar edges up. Wall Street slips despite solid US retail sales and strong bank earnings. China GDP beat also fails to lift markets as Trump inaugurati…
Published on 11 months ago
Week Ahead: Markets on edge as Trump’s inauguration and BoJ decision loom
Markets brace for impact ahead of Trump’s inauguration. BoJ seen raising rates at first gathering of 2025. Canada and New Zealand CPI data to shape BoC and RBNZ bets. World Economic Forum in Davos al…
Published on 11 months ago
US data to test the improved risk appetite
Mixed US CPI report results in a risk-on market reaction. Both stocks and
bitcoin record sizeable gains. Today’s US data prints could upset markets
again. Yen benefits from BoJ rate hike talk; pound su…
Published on 11 months ago
Soft PPI adds to dollar’s pullback, CPI report up next
US PPI figures raise hopes of downside surprise in CPI data. Dollar on the backfoot, yen soars as BoJ rate hike bets gather pace. Pound whipsaws on surprise cooldown in UK inflation. Stocks extend ca…
Published on 11 months ago