EUR/USD had a spectacular crash in the wake of 2015. We explain what’s behind it, what is already priced in and what isn’t. The Fed is seems to be smooth sailing towards hiking, but there are bumps on the road and data…
It’s hard to believe the holidays are here with so much action in the markets. We try to make sense of it all by understanding the different elements of the important Fed decision, the impact of oil prices various countries,…
Markets are different during the holiday season that just began. How should you react? We begin with this topic and then talk about things that do move markets: the US data and especially GDP that look more complicated than earlier, the UK…
A packed show begins with US housing and its very close correlation to growth. We then run down the FOMC Meeting Minutes and continue to more exciting events: the political turmoil in Japan which is rocking the yen, and what’s going…
The Aussie is a very popular currency and for good technical and fundamental reasons. After diving down under, we go back to the USA and examine all jobs numbers leading to the FOMC minutes. The British pound has been punished,…
Markets are moving fast and there’s a lot talk about: a dive into Draghi’s determined drive, an explanation about the plunge of the yen, a look forward into big events in the UK and a look at Brazil. Welcome to…
There is a lot of action in markets and more to come: we preview the big events of November, which promise to be exciting. And before looking forward, we look back and run through the Fed bullishness, the impact of US…
6 years after the crisis broke out, how far has the improvement in the US job market gone? We begin with this big picture overview and continue to a rundown of the FOMC minutes which triggered a huge market reaction. We…
Are you really prepared to trade? We ask some questions you should ask yourself as well, before diving into the big events of October, which is a very promising month, especially on the background of September’s turmoil. Welcome to a…
Is gold really a hedge against inflation? In this episode we run down the correlation between the precious metal, inflation and QE. We then continue with the Scottish referendum that grabbed the headlines and finish up with a preview of…