Podcast Episodes
Back to SearchRisk appetite recovers as April 2 tariff deadline approaches
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Both US equities and the dollar continue to recover. US consumers are under stress, as the April 2 deadline is approaching. Pound suffe…
1 year, 5 months ago
Trump plans narrower April 2 tariffs
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Dollars ends the week in the green; traders still bet on third rate cut. Trump
to announce narrower, more targeted tariffs on April 2. E…
1 year, 5 months ago
Dollar extends gains; SNB cuts, BoE stands pat
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Dollar gains as Fed in no rush to lower rates. Focus turns to speeches by
Goolsbee and Williams. SNB cuts interest rates, BoE remains on…
1 year, 5 months ago
Week Ahead: PMIs, US and UK inflation eyed as tariff war rumbles on
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US PCE inflation up next, but will consumption data matter more? UK budget and CPI in focus after hawkish BoE decision. Euro turns to f…
1 year, 5 months ago
Markets like Fed’s message, but will this last?
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Fed keeps rates unchanged as Chair Powell calms markets. Forecasts
point to stagflation and 50bps cuts in 2025. Positive equity reaction…
1 year, 5 months ago
Fed decides on monetary policy amid tariff uncertainty
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Dollar trades mixed ahead of FOMC decision. Fed to stand pat, focus to fall on new projections. BoJ remains on hold, gives no clear sig…
1 year, 5 months ago
Fed and BoJ rate decisions enter the limelight
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Fed expected to stand pat, focus to fall on new dot plot. Yen traders await BoJ for clues about next rate hike. German parliament to vo…
1 year, 5 months ago
The calm before the storm for the markets?
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Risk appetite to be tested after Friday’s stock rally. US retail sales report
could reignite US recession fears. Tuesday’s Trump-Putin c…
1 year, 5 months ago
Mood improves as equities rebound but gold and dollar stay bid
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Tariff chaos pushes gold above $3,000, dollar advances too. But some easing in risk-off mood after US government shutdown averted. US f…
1 year, 5 months ago
Week Ahead: Central banks in focus amid Trade War Turmoil
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Fed decides on policy amid recession fears. Yen traders lock gaze on BoJ for hike signals. SNB seen cutting interest rates by another 2…
1 year, 5 months ago