Podcast Episodes
Back to SearchYen sinks as Fed enters the spotlight
Yen nears October 2022 lows against dollar on BoJ disappointment. Will a hawkish Fed trigger a yen intervention episode? Gold, oil retreat as Middle …
2 years, 4 months ago
Yen defies BoJ, tumbles after tweak to yield policy
Bank of Japan adjusts yield curve control policy again, but yen skids. Yields edge lower after Treasury Department says will borrow less in Q4. Dolla…
2 years, 4 months ago
Gold eases from highs as markets stay calm despite Gaza offensive
Gold hits $2,000 as Israel begins ‘second stage’ of war in Gaza, oil jumps too. But safe haven demand eases on Monday as focus turns to central banks…
2 years, 4 months ago
Week Ahead: Will BoJ steal the limelight from Fed and BoE?
Central bank meetings continue in earnest with BoJ, Fed and BoE. Fed and BoE to likely stand pat, but BoJ might tweak policy again. NFP report and Eu…
2 years, 4 months ago
Gold stands tall, stocks keep sinking despite solid US data
Upside surprise in US GDP was not enough to boost the dollar. Stock markets slide in the aftermath, euro little changed after ECB. Gold advances, dra…
2 years, 4 months ago
Dollar climbs above 150 yen as Treasury yields rebound
Treasury yields rebound, lift the dollar ahead of US GDP data. Dollar/yen rises past 150, rings intervention alarm bells. ECB to take the sidelines, …
2 years, 4 months ago
Better than expected US PMIs help the dollar rebound
PMIs suggest the US economy entered Q4 on solid footing. The divergence between US/Eurozone outlooks weighs on euro/dollar. Aussie rallies on stickie…
2 years, 4 months ago
Dollar retreats, stocks stabilize as yields fall back
Dollar follows US yields lower after rejection from 5% region. But gold and yen cannot take advantage of this correction. Euro rebound cut short by d…
2 years, 4 months ago
Stocks suffer collateral damage as yields blast higher
Stock markets get kneecapped by relentless rally in US yields. Gold and oil prices lose steam amid lack of geopolitical escalation. Euro/dollar stabl…
2 years, 4 months ago
Gold and oil keep rising as Israel-Gaza conflict shows no sign of easing
Possibility of weekend escalation in Middle East propel gold and oil higher.
Powell remarks provide only modest respite to bond selloff, dollar holds
s…
2 years, 5 months ago