Podcast Episodes

Caution prevails ahead of Nvidia earnings, dollar and gold climb

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Equities steadier after Wall Street bloodbath; all eyes on Nvidia. Gold on firmer footing but cryptos slide again. Dollar at one-week high ahead of Fed minutes. Pound slips marginally a…

Published on 3 weeks, 5 days ago

Risk markets struggle as focus shifts to US data and Nvidia earnings

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Stocks’ sell-off continues, cryptos feel the brunt while gold also suffers. Dented December Fed rate cut expectations play a key role. Nvidia earnings and data releases could turn the t…

Published on 3 weeks, 6 days ago

Markets await September NFP after Fed hawks spook markets

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Dollar edges up as delayed NFP and other US data set to start rolling in. Gold battered by waning Fed rate cut expectations. Jump in UK and Japanese yields also causes angst. But some r…

Published on 4 weeks ago

Week Ahead: US data schedule awaited; Fed minutes, CPI & flash PMI data on tap

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Japan and the UK to publish CPI data, but not the US. US October jobs and inflation reports may never get released. New release schedule likely; FOMC minutes eyed in meantime. Flash PMI…

Published on 1 month ago

Stocks slip, dollar weakens as investors grow uneasy about US outlook

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US stocks sell off, led by the Nasdaq 100 index and discretionary shares. Cryptos under severe pressure, Bitcoin drops below the key $100k level. Hawkish Fedspeak and dented Fed cut exp…

Published on 1 month ago

US dollar weakens as markets await restart of US data releases

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US shutdown ends, investors prepare for a flurry of delayed data. Fedspeak remains hawkish; US administration craves rate cuts. Euro/dollar climbs to 1.1600; cable and dollar/yen stabil…

Published on 1 month ago

Yen intervention risk rises, US jobs concerns intensify

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Japan’s Katayama highlights negative impact of weak yen. US labor market
concerns increase chance of December Fed cut. Soft UK jobs report takes
BoE rate cut probability higher. Stock fut…

Published on 1 month ago

Tech rebound starts to fade as US-China truce tested

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Wall Street bounces back as shutdown could end by Wednesday. But fresh
jitters as China considers new rare earth export curbs. Pound slips after
jobs data, yen remains under pressure.

 Ris…

Published on 1 month ago

Investors cheer potential end to US government shutdown

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G10 FX performance points to increased risk appetite. US Senate advances a bill to fund government until January 30. Wall Street futures gain on prospect of US gov. reopening. Gold rebo…

Published on 1 month ago

Week Ahead: Strong dollar, UK GDP and AU jobs data in focus

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Dollar remains strong on hawkish Fed rate cut bets. UK data could impact December BoE rate cut chances. Decent AU jobs report could reduce the need of another RBA cut. Chinese data, EZ …

Published on 1 month, 1 week ago