Podcast Episodes

Week Ahead: RBA and RBNZ to weigh 50-bps hikes but NFP report to set the mood

The antipodean central banks will kick off the new month with their October policy decisions, but the latest jobs report out of the US could steal the limelight amid the never-ending anticipation of …

Published on 3 years, 2 months ago

Bank of England intervenes to calm market stress

BoE announces emergency intervention in UK bond markets. Global yields come crashing down, stock markets rally in relief. Dollar surrenders some ground, but yen cannot capitalize properly.

Risk Warnin…

Published on 3 years, 2 months ago

Dollar goes ballistic, sterling licks wounds, stocks slide

Dollar reigns supreme over FX space as traders rush to safety. Sterling stabilizes near record lows, gold threatens another break. Stock markets slide, valuations still too expensive for this regime.…

Published on 3 years, 2 months ago

Pound rebounds on BoE bets; Dow enters bear market

Sterling rebounds as traders ramp up BoE bets. Rate hike expectations
keep hurting equities. Oil and gold claw back some losses after hitting new
lows.

Risk Warning: 74.89% of retail investor accounts l…

Published on 3 years, 2 months ago

Pound crashes, stocks pummeled after UK budget

Pound leads declines in FX markets, approaches parity, as UK budget
sparks panic. UK yields soar, Italian yields jump too as far-right win adds to
uncertainty. Dollar scales fresh highs, stocks sink bu…

Published on 3 years, 2 months ago

Yen skyrockets after intervention; SNB and BoE hike less than expected

Japan intervention boosts yen, but will the effect last? Franc tumbles as SNB hikes by 75 and not 100bps. BoE sees economy falling into recession this quarter. Equities extend tumble, yields climb hi…

Published on 3 years, 2 months ago

Week Ahead: Euro eyes Italian elections and flash CPI, dollar may take a backseat

With the Fed meeting out of the way, a quieter week is on the horizon, barring of course any flare up of tensions between Russia and Ukraine. Either way, the spotlight will probably fall on the euro …

Published on 3 years, 2 months ago

Fed hike, Powell’s recession warning roil markets; dollar shoots up

Dot plot signals Fed not done with 75 bps hikes, Powell warns of pain ahead. S&P 500 goes back into bear market, dollar destroys everything in its path. Yen slips past 145 as BoJ doesn’t flinch, but …

Published on 3 years, 2 months ago

Dollar at fresh highs ahead of Fed as Russia jitters sink euro

Russia-Ukraine tensions flare up, knocking the euro and boosting safe havens. Stocks subdued but losses contained as investors await Fed decision. Yields fall back slightly and gold climbs on Russia …

Published on 3 years, 2 months ago

Dollar takes a breather; loonie traders lock gaze on CPIs

Dollar’s rally pauses ahead of FOMC decision. Equities rebound somewhat on short covering. Canada’s inflation expected to slow more. Gold rebounds, but gains stay limited.

Risk Warning: 74.89% of reta…

Published on 3 years, 2 months ago