Send us Fan Mail As markets reassess how soon European economies will be able to reopen, the March nonfarm payrolls report out of the United States will likely highlight the widening growth disparity between the two regions. The expected strong US data could help maintain the dollar’s upward drive but ultimately, its path will be determined by whether or not ... Show More
Apr 20
Friday’s optimism fades as Middle East uncertainty returns
Send us Fan MailGeopolitical risks remain elevated, with US-Iran talks and the ceasefire in focus. Markets reassess Friday’s exuberance as the Strait of Hormuz closes again. Dollar strengthens, oil rises, but moves are relatively measured; gold struggles again. Attention shifts t ... Show More
4m 33s
Feb 2023
There's No Bull Case For Risk Assets
On today's episode of The Macro Trading Floor, Alfonso & Andreas walk through the biggest stories of the week and discuss everyone's most asked question right now, hard landing, soft landing or no landing? As the U.S housing market drops the most since 2008, will the economy be a ... Show More
37m 50s
<p>There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of?</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief ... Show More
<p>Last week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulate?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Though ... Show More
