Podcast Episodes
Back to SearchDollar slips further as easing rate hike bets bolster stocks
Dollar spun around by mixed data, eventually resuming its slide along with yields. Tech and oil earnings stretch S&P 500’s monthly gain to 9%. But some caution as weak Asian manufacturing PMIs lift y…
Published on 3 years, 4 months ago
Stock markets party as US economy contracts
US economy flirts with recession after second negative GDP print. Bad news is good news for stock markets, solid earnings help too. Yen stages sharp comeback, dollar loses some steam, gold bounces.
Ri…
Published on 3 years, 4 months ago
Week Ahead: Bruised dollar looks to NFP report, BoE could speed up rate hikes
The coming week is shaping up to be another crucial one for gauging recession risks and monetary policy paths. It’s NFP week in the United States and the RBA and Bank of England will decide whether t…
Published on 3 years, 4 months ago
Dollar cools off, stocks rally as Fed signals slower hikes
Fed raises rates by 75bps but Powell opens the door for a slowdown. Dollar takes a step back, gold bounces, stock markets go into overdrive. Meta earnings disappoint, show continues with Apple and Am…
Published on 3 years, 4 months ago
Fed to roll out another shock-and-awe rate increase
Fed triple-barreled rate hike locked in, all eyes on Powell. Euro gets crushed by soaring gas prices, dollar capitalizes. Decent results from Google and Microsoft calm some nerves.
Risk Warning: 74.89…
Published on 3 years, 4 months ago
Earnings season kicks into top gear
All quiet on the FX front, traders sidelined ahead of Fed decision. Oil prices reclaim some ground on Russian pipeline shenanigans. Stock markets await crucial earnings from Microsoft and Google.
Risk…
Published on 3 years, 4 months ago
Yen gets some relief as dismal PMIs fan recession fears
Gloomy business surveys from Europe and US add to market nerves. Yen and gold come out on top as Fed rate path is recalibrated lower. Stocks retreat after Snapchat warning, flurry of earnings coming …
Published on 3 years, 4 months ago
ECB hikes big, euro unimpressed; stocks wobble on earnings, growth doubts
Euro jumps then falls on ECB’s surprise 50-bps hike as Lagarde fails to inspire confidence. Weak PMIs, Snap’s ad warning and rise in US jobless claims re-ignite slowdown concerns. Dollar firms but fa…
Published on 3 years, 4 months ago
Week Ahead: Fed set to raise rates, Italy heads to elections
All eyes will be on the Federal Reserve meeting next week. A triple-barreled rate increase is essentially locked in, so traders will put more emphasis on Powell’s commentary and the upcoming GDP repo…
Published on 3 years, 4 months ago
Euro edges up on Nord Stream relief, awaits ECB outcome
Euro buoyed as gas flows resume ahead of ECB decision, but turmoil in Italy. Earnings lift S&P 500 to 6-week high but stocks mixed today. Gold slumps to one-year low as it loses out to rising rates, …
Published on 3 years, 4 months ago