Podcast Episodes

Rate cut bets surge again but dollar goes sideways, stocks muted

Fed rate cut expectations go into overdrive after soft US producer prices. Bond yields slip, but dollar little changed and mixed earnings weigh on st…

2 years, 2 months ago

Global markets go nowhere despite US inflation surprise

US inflation surprises to the upside, but markets shrug it off. Dollar and
stocks close unchanged as Fed narrative remains intact. Oil and gold spike
h…

2 years, 2 months ago

Week Ahead: China GDP and December CPI reports eyed amid rate cut frenzy

China reports Q4 GDP data on Wednesday; is a rebound in store? CPI numbers due in UK, Japan and Canada. Retail sales to be the main focus in the US.

R…

2 years, 2 months ago

US CPI inflation takes center stage

Dollar traders lock gaze on US inflation data. Yen falls as wage data suggest BoJ is in no rush to raise rates. Wall Street rebounds ahead of CPIs an…

2 years, 2 months ago

Dollar resumes recovery, bitcoin awaits ETF decision

Dollar recovers as traders await CPI inflation data. Fake SEC message triggers volatility in bitcoin. Dow Jones and S&P 500 slide, Nasdaq remains ele…

2 years, 2 months ago

Stock markets flirt with record highs

Stocks back near record highs as ‘tech fever’ grips investors. Oil and gold
prices lick their wounds after recent declines. British pound and Japanese…

2 years, 2 months ago

Dollar and equities in limbo after mixed US data

Dollar struggles for direction after contradicting data releases. Oil prices
drop on Saudi price cuts, gold prices drift lower too. Chinese shadow ban…

2 years, 2 months ago

Stocks hit new records on rate cut excitement

Dow Jones and Nasdaq 100 cruise to new record highs. British pound drops as inflation cools off, yen stabilizes. Supply concerns lift oil prices, gol…

2 years, 3 months ago

Yen sinks as BoJ stands pat, crude oil spikes on Red Sea attacks

BoJ maintains easing bias, gives little away on pivot timing, pummelling the
yen. Oil futures jump before steadying amid supply fears from Red Sea
miss…

2 years, 3 months ago

Fed pushes back on rate cut talk but markets don’t listen

Fed officials attempt to dampen expectations of early rate cut. Yields jump,
stocks slide, but only temporarily as markets unconvinced. Yen edges
lower…

2 years, 3 months ago