Podcast Episodes
Back to SearchMarkets 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. …
1 year, 1 month 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
imm…
1 year, 2 months 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.…
1 year, 2 months 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 b…
1 year, 2 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 B…
1 year, 2 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
aga…
1 year, 2 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 s…
1 year, 2 months ago
Dollar dips on hopes of gradual tariffs ahead of US inflation data
US dollar eases from 26-month highs on reports of gradual tariff increases.
Treasury yields fall, equities climb but tech stocks remain under pressure…
1 year, 2 months ago
Markets threatened by dollar’s dominance
Strong US labour market data dent Fed rate cut chances. The 10-year US yield climbs as dollar’s gains persist. The pound is probably reliving the Sep…
1 year, 2 months ago
Strong US data could further assert the dollar’s dominance
Focus turns to the US labour market today. Strong data could further
complicate the Fed outlook. Dollar gains across the board; yen remains
under press…
1 year, 2 months ago