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Midweek Podcast – February 9

All eyes are now on Thursday’s US CPI reading which is expected to top 7.3%. Central banks are clearly getting nervous about the risk of...

Market Update – January 21 – Stocks Sink – Netflix & Peloton Crash

Stock markets sank again  (Nasdaq -1.3%)  Tech companies led the slide, (Peloton -24%, Netflix -18% post results. USD firmed as Yields & Oil dipped,...

Market Update – January 20 – Equities weaker, Gold rallies, Yields cool

Stock markets sank again  (Nasdaq -1.15%) Financials and Tech companies led the slide, USD slipped as  Yields - slide from highs,  Oil higher again,...

Midweek Market Podcast – January 12

Chair Powell and US CPI dominate the week, following a big miss for NFP headline on Friday. Chair Powell tried to cool the Balance...

Live Analysis – NFP and beyond

2022 kicks off with December jobs numbers! A big miss for the headline at 199k vs 440k expectations, elsewhere the Unemployment rate fell to...

Market Update – January 7 – Yields dominate sentiment

Risk aversion recedes - Stocks stabilize but it's all about the Yields & sharp rise in short-term 2-yr in particular.  USD softer again, Oil...

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